‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?

by AiNewsBlog Nov, 08

written by AiNewsBlog Nov, 08 0 comments

‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?

“Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”

AiNewsBlog

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