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

Source: MarketWatch ·

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

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

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