W

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

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

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

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

Source：MarketWatch

Disclaimer：Please read market information rationally and stay aware of investment risks. All content on this site is for informational purposes only and does not constitute investment advice.

Related Reading

Apple’s new earnings era begins at a critical time for Big Tech

A rare Monday earnings report for Apple will give investors a glimpse into how new CEO John Ternus is managing inflated memory prices and a tougher backdrop…

The key races to watch for the 2026 election

While crypto isn't a major issue in the 2026 election, the industry will be shaped by who takes office in January. Here are the main races CoinDesk is…

Crypto card startups are racking up losses just to buy your loyalty with big rewards

Providers are betting trading, lending and staking revenue can cover rewards and turn card users into profitable customers. Source：CoinDesk

This is the biggest threat to the AI-powered bull market

Blockbuster earnings growth has helped to power the stock market higher in 2026. In 2027, that engine might stall. Source：MarketWatch

Source：https://www.marketwatch.com/story/am-i-too-old-for-roth-conversions-im-84-and-my-wife-is-77-we-have-8-million-saved-fb08fccd