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.”
Markets
Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
Cross-asset desk, Private Trade News (2026-08-26): 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).
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