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

Morningstar · 2026-11-06 15:30 UTC

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

By Quentin Fottrell

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

"Given our age, why are they pushing this?" (Photo subjects are models.)

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