Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”
Trade News on 2026-08-26 markets note: Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved. “We are reluctant to pay a financial adviser 2% of assets — roughly… Primary source: original at MarketWatch (marketwatch.com).
Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”