We’re in our 60s. We earn $345,000 and have $1 million in 403(b)s. Is it too late for Roth conversions?
“Roth assets would provide our children with tax-free distributions.”
Thursday, 3 September 2026
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We’re in our 60s. We earn $345,000 and have $1 million in 403(b)s. Is it too late for Roth conversions?
“Roth assets would provide our children with tax-free distributions.”