--- title: "Case Study: A Roth Conversion Success Story" description: "Case Study: A Roth Conversion Success Story" image: https://www.covisum.com/hubfs/Screen%20Shot%202020-11-23%20at%209.17.48%20AM-1.png --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) ### Resource Center # Best resources and tools for financial advisors ![Covisum - Resources](https://www.covisum.com/hs-fs/hubfs/Covisum%20-%20Resources.jpg?width=2119&name=Covisum%20-%20Resources.jpg "Covisum - Resources") [![](https://www.covisum.com/hubfs/Screen%20Shot%202020-11-23%20at%209.17.48%20AM-1.png)](https://www.covisum.com/covisum-roth-conversion-case-study) #### Case Study: A Roth Conversion Success Story ### Download this case study to see how Income InSight® can help you find previously unseen opportunities for Roth conversions and add dollars to your clients' retirement strategies. [Download  **](https://www.covisum.com/covisum-roth-conversion-case-study) [![Logo-White-Stacked](https://www.covisum.com/hs-fs/hubfs/Logo-White-Stacked.png?width=124&height=146&name=Logo-White-Stacked.png "Logo-White-Stacked")](https://covisum.com) 444 Regency Parkway Dr. Suite 201 Omaha, NE 68114 - - - - Read Reviews of Our Solutions In: [![Footer Capterra Logo](https://www.covisum.com/hubfs/Capterra_logo%20(1).svg) ](https://www.capterra.com/p/203728/Tax-Clarity/reviews/)[![Footer G2 Logo](https://www.covisum.com/hubfs/logo-g2.png) ](https://www.g2.com/search?utf8=%E2%9C%93&query=covisum) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503962.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLILC68dV3SHqSqNNogM82w%2F1G%2Bs1LcnyKGywaOVn2X37jGCVxdPMAapH8hKcm4Ide3LRZpSbo4IT9yp73kflRoOWJ5G2Jf1g%2B0NZdJzNINsaJRHUT45q2efqTQ2ZvaBfSMrvTDPEIX4EdYDP%2B6spokhSwYo3Qgwp0r1dhBXtDWKywc%3D&webInteractiveContentId=193539503962&portalId=2755909) [![SOC 2 T2 Logo](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503801.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLThxESh2iLiOkZs85%2F%2FoiqbqQZRFT7FwWibLzYs8lRjxsLzQUcAm4p0WVUuZsX9PBSGI6heACsLDztEFUbikqwTQhwDGe14wJHnmZoswo6YGhPZhkm78BpsJk%2FCydjTizQaBO4hG9%2F%2F59bkUodeCzLK7XnQm7Vggw6txCqQN4zZLP9hbm5dDzJvWUV%2BuzWhdd6Uu4J&webInteractiveContentId=193539503801&portalId=2755909) © 2010 – 2026 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. [Terms and Conditions](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy)