Income InSight and Roth Conversions The Tax Cuts and Jobs Act significantly lowered marginal income tax rates for most people, and many advisors are evaluating Roth conversions for their clients. Income InSight® makes creating Roth conversion strategies easy by offering a multi-year Tax Map that shows key opportunities to convert. Use the software to select harvesting patterns and determine which options are the most tax-efficient. Show your clients the impact a Roth conversion has on their overall retirement, and how you can help them make tax-smart retirement decisions.
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