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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?

‘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 Monday 02 November 2026, 14:00 UTC By Quentin Fottrell 1 min read
Key Points

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

“Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”
Roth (PERSON) Social Security (ORG)
Originally published by MarketWatch Read original →

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