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EVENT lvl=null · domain=macro · importance=10

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

# title from source: marketwatch.com

A couple in their 80s with $950,000 in traditional IRAs asks why their adviser is recommending Roth conversions. They say pensions and Social Security cover their basic expenses.

id
1570
level
null
domain
macro
importance
10 magnitude=14 sources=0 novelty=20 question=5
relevance
12
sources_n
1
independent_24h
0
first_reported
updated
entities
MarketWatch, Roth IRA, Traditional IRA
outlets
marketwatch.com

SOURCES // 1 · chronological · titles only

#published_utcoutlettitleurl
1marketwatch.com‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?https://marketwatch.com/story/it-seems-bizarre-were-in-our-80s-with-950-000-in-traditional-iras-why-is-our-adviser-pushing-us-to-do-roth-conversions-a665f990?mod=mw_rss_topstories