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.”
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”
“His argument is essentially that, since my parents provided the money for the Roth, they have a say in how I invest it.”
“These shares are the only assets in her estate without designated beneficiaries.”
“I’m curious what would happen if the account owner were to die suddenly at the same time as the 98% beneficiary.”
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