Dossier
traditional 401(k)s
Coverage of traditional 401(k)s in the Nexus archive.
- We’re in our 50s and have $1.5 million in traditional 401(k)s. Is it too early to start Roth conversions?
Individuals who are in their 50s have accumulated $1.5 million in traditional 401(k) accounts and question the optimal time to begin Roth conversions. This inquiry is highlighted by concern stemming from a prior experience where an adviser lost a significant portion of their portfolio.