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

Source MarketWatch 财经10h ago
Summary

“Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”

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Desk
Business
Region
Americas
Language
English
Item ID
business-a234daf6

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