Skip to content

How-To Guide: 

Roth Done Right Toolkit

Optimize your client's Roth Conversion. Minimize their taxes and IRMAA.

Download resources for each step of the sales process

Stonewood's Roth Done Right Toolkit contains everything you need to help your prospects and clients understand today's most pressing tax and IRMAA risks - and how to protect their assets from changes in Washington.
 
This toolkit includes resources for every point of the sales process, from prospecting to client meetings - so you can help savers position their assets for what comes next.
 
Roth Done Right Toolkit graphic

What's Included in Your Toolkit

Take a Tour of Your Toolkit 

 Clients who have saved all or the majority of their retirement assets in tax-deferred vehicles - like 401(k)s and IRAs - are highly exposed to tax and legislative risk. Below are resources to help you educate them on these risks, and show how Tax-Free Conversions can protect them from rising taxes, government fees and more.

Roth Done Right Toolkit Seminar

Seminar & Webinar Content

Taxes and IRMAA are powerful topics for group marketing, whether you're hosting workshops, dinner seminars or webinars. These presentations will help you frame the story - and get attendees clamoring for an appointment to evaluate their own tax and IRMAA risk.

 

Client Videos

Use these videos to educate your clients and prospects on the risk of rising taxes and IRMAA. The videos are great for social media, newsletters, email campaigns, and your website. Download these Roth-specific videos: 

You can find additional tax-focused consumer videos in our video library: 

Roth Toolkit Client Videos
Roth Toolkit Brochure and White Papers

Client Handouts

Use these powerful client handouts at group marketing events, as lead-capture opportunities, or in your client meeting process. They'll help your clients understand how rising taxes and IRMAA fees could impact their retirement income - and why a Roth conversion could help.
 
 

Software Training

Looking for guidance on running Roth Optimization reports? Our Roth the Right Way How-To Guide contains everything you need. 

Watch videos explaining the strategy, download step-by-step instructions for running reports, see the answers to common questions and more.

Roth Toolkit HTG
Roth Toolkit webinar

Advisor Education

Want to learn more about positioning IRMAA in your client conversations? Need guidance on converting those client conversations to Roth annuity or IUL sales? We have a host of Advisor Educational content that can help.

Watch our recent Roth Done Right webinar, or book a 1:1 coaching call with the Stonewood Member Success Team.

Coaching

Need Help? Schedule Coaching here.

Ready to incorporate the Roth Done Right story into your practice? Stonewood is here to help!

Click the button below to schedule a call with our Member Success team.