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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?

Источник MarketWatch 财经9 часов назад
Аннотация

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

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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? · Всеобъемлющее обозрение