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Rethinking Roth Conversion Automation

Navigating the Pitfalls and Differentiating Your Practice 

In this webinar, we discuss the industry’s automated Roth Conversion technology and the potential for advisors to differentiate themselves. We compare various approaches, including Covisum's Tax Clarity and Income InSight, to help you decide which model is best fit for your business goals and growth. 

  • Overview of automated Roth Conversion processes and potential shortcomings 
  • Discussion of Covisum's effective marginal rate strategies 
  • Comparison of different models of Roth conversion automation 
  • Analysis of the benefits and limitations of each model 
  • How to differentiate your practice and help clients effectively with Roth conversions 
  • Discussion of the future of Roth conversion automation and its impact on the industry