You are smart. You know that converting dollars from a traditional IRA into a Roth IRA can be an incredibly effective tax technique for many retirees. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement.
You are busy. Make life a little easier with financial planning software that can make Roth conversions easier. Use Covisum’s software solutions to determine how much should be converted and show the impact of the conversion on a retirement strategy with the simple click of a button.