My husband is 85 and I am 80. We have $200,000 in his Roth and my husband has $600,000 in his IRA. I have $350,000 in my IRA. There is a brokerage account with $1 million. We have a $100,000 emergency fund. Our basic living expenses are covered by $110,000 in annual pensions and Social Security. Our home is paid for and we have another $50,000 put aside for our next vehicle.
Our financial adviser is strongly suggesting that we convert more to Roth. I'm not sure we need to. It seems bizarre. Given our age, why are they pushing this?
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Octogenarian Couple

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