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On-demand Webinar:

Roth Conversions: The Secret to Success

As the markets continue to recover 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. The recovery will be tax-free, and smaller Roth conversions early in retirement can reduce later RMDs, spreading out the tax liability more evenly throughout retirement.

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.