How do I see Roth Conversion strategies?

From the Income InSight report, click on the plan tab, then change the harvesting pattern and click save.

To see the Roth conversion strategies, follow these steps:

  1. From the Income InSight report page, click on the PLAN tab on the right-hand side of the page.
  2. Select the change harvesting pattern button
  3. Select the harvesting pattern you'd like to demonstrate and click save