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

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At close · Sat, Oct 31, 2026

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

Reported · Written up by our desk · Equity Funds

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

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Sources

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

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

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