“Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”
‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing us to do Roth conversions?
MA
MarketWatch Top StoriesBy Quentin Fottrell
EXECUTIVE SUMMARY
“Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”
Key Takeaways
- ‘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.” “Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”
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