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.”

By AI NewsroomPublished about 13 hours agoUpdated about 3 hours ago5 views
Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.

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Key Facts

  • Fact 1: “We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”

“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”

(Original synthesis pending human/AI review — generated by the stub provider by selecting real sentences from the source material, not by writing new analysis or commentary.)

Original source: MarketWatch Top Stories

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