Roth Conversions Made Easy

You're smart. You know that converting dollars from a traditional IRA into a Roth IRA can be a good tax technique for many of your retired clients. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement, but determining when and how much to convert can be time-consuming, and you have many clients who need your help. You deserve software that will make Roth conversions easier. 

Use Covisum's software solutions to determine how much should be converted and show the impact of the conversion on a retirement strategy with the simple click of a button.

  • Tax Clarity® shows you opportunities for Roth conversions in any given year. The Tax Map illustrates where the next dollar harvested from ordinary income would have a minimal effective marginal rate.
  • Income InSight® helps you show clients the lifetime impact of a Roth conversion by simply clicking a button.

Learn Tips for Financial Advisors and Roth Conversions in this Webinar

On Wednesday, August 18 at 1:30 p.m. CT Covisum Founder and President Joe Elsasser, CFP®, hosts a free 30-minute webinar on Roth conversions. In this webinar, Joe will cover: 

  • Why Roth conversions should be one of your go-to tax techniques.
  • How to use Tax Clarity to find the right opportunity for a Roth conversion.
  • How to show the value of a Roth conversion with Income InSight. 

You'll learn how Covisum software can make Roth conversions a breeze to save you time and easily show clients the value you add–in dollars! Don't worry if you can't make the event. All registrants will receive a recording of the presentation. There will be 10-15 minutes following the webinar for questions. Plus, you can try the software demonstrated in the event for free for 10 days. No credit card is required. 

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