Financial Experts Weigh In on Roth Conversion Eligibility for Elderly Couples

A financial planning Q&A addresses whether an 84-year-old man and his 77-year-old wife should pursue Roth conversions given their $8 million retirement portfolio.

29 Aug, 21:31 — 29 Aug, 21:31

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morningstar2d ago

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

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

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Financial Experts Weigh In on Roth Conversion Eligibility for Elderly Couples

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

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