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Tech & Innovation·September 2, 2026·1 min read

We’re in our 60s. My wife and I have $345,000 in annual pensions and $1 million in 403(b)s. Is it too late for Roth conversions?

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High guaranteed income plus sizable tax-deferred balances in your 60s makes Roth conversion a timing and tax-bracket management problem, not a binary yes/no. For executives in similar positions, coordinate with tax counsel now—before RMDs and Social Security stack—to decide how much pre-tax to shift while rates are relatively known.