Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.

1 source ·1 article ·10h ago

“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”

Covered by 1 outlet

All coverage · 1 article

“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”