Business & Economy
We’re in our 60s. My wife and I have $345,000 in annual pensions and $1 million in 403(b)s. Is it too late for Roth conversions?
“Roth assets would provide our children with tax-free distributions.”
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The couple, both in their 60s with substantial pensions and a $1 million 403(b), are considering Roth conversions because Roth assets would allow their children to receive tax‑free distributions.
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