Roth Conversions: The Secret to Success
Smart advisors are looking for opportunities to convert part of a traditional IRA into a Roth IRA.
There are some significant long-term tax benefits for those who convert to Roth.
Covisum Founder and President, Joe Elsasser, CFP® will show you how to use Roth conversions to make your clients' retirement strategies more tax-efficient and clearly show the value you add.
In this webinar you will learn:
- What you should consider before converting to a Roth.
- How much is too much?
- How to communicate the benefits of Roth conversions.
- How to use the Tax Clarity software to find opportunities for Roth conversions.