A Couple in Their 80s Wants to Do Roth Conversions. Should They?

The Wall Street JournalSunday, October 19, 2025 at 2:00:00 PM
A Couple in Their 80s Wants to Do Roth Conversions. Should They?
Glen and Harriett Hager, a couple in their 80s, are taking proactive steps in their estate planning by considering Roth conversions. This decision is significant as it helps them secure their financial future and prepare for potential incapacitation, ensuring that their assets are managed effectively. Their approach highlights the importance of financial planning in later life, encouraging others to think ahead about their own financial security.
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