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.”
By AI NewsroomPublished about 17 hours agoUpdated about 5 hours ago6 views
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Key Facts
- Fact 1: “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.”
(Original synthesis pending human/AI review — generated by the stub provider by selecting real sentences from the source material, not by writing new analysis or commentary.)
Original source: MarketWatch Top Stories
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