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Business

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

MarketWatch · August 25, 2026 at 5:15 AM

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.”

Read the full article on MarketWatch ›

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