Business & Economy · 3 views
Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
The couple is hesitant to incur a financial adviser’s 2 % fee on their assets, which would amount to about $160,000 annually.
Source MarketWatch AI Summary Updated 41m ago
Business & Economy 
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The couple is hesitant to incur a financial adviser’s 2 % fee on their assets, which would amount to about $160,000 annually.
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