I'm 65 with $1.5 Million, Should I Do a Roth Conversion?
January 11, 2025
You’re 65 with $1.5 million saved up for retirement. You have a substantial amount of assets in IRAs, but you’re not sure whether you should utilize a Roth conversion strategy. What do you do?
Today, we’ll highlight clients John and Susan. They’re in a similar situation to yours. We’ll compare two strategies: one utilizes Roth conversions, while the other doesn’t. Which one will help John and Susan optimize their portfolio and minimize their tax liability?
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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