Should we drain our $200,000 savings for Roth conversions on $2.3 million in our 60s?
Deciding whether to drain your $200,000 in savings for Roth conversions on a $2.3 million retirement portfolio in your 60s is a high-stakes financial move that hinges on your unique circumstances, tax outlook, and long-term goals. Below, I’ll break it down with a clear, objective analysis to help you weigh the pros and cons, considering … Read more