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How Financial Advisors Can Use Software to Make Roth Conversions Easier

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. 

In this recorded webinar, Covisum Founder and President Joe Elsasser, CFP® outlines:
  • Why Roth conversions should be one of your go-to tax techniques.
  • How to use Tax Clarity® to find the right opportunity for a Roth conversion.
  • How to show the value of a Roth conversion with Income InSight®