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‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing us to do Roth conversions?

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‘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.”

‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing us to do Roth conversions?

Source：MarketWatch

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Source：https://www.marketwatch.com/story/it-seems-bizarre-were-in-our-80s-with-950-000-in-traditional-iras-why-is-our-adviser-pushing-us-to-do-roth-conversions-a665f990