ROTH DONE RIGHT SOFTWARE:

Roth Conversion Optimizer

   Run a Report   
The Roth Optimizer software will help you minimize Taxes & IRMAA... during conversion and beyond. Use it to provide deeper analysis, overcome objections, and show clients why they need YOUR expertise to convert.
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Learn how to use the software & reports below 
 
Roth Done Right Stonewood Financial Report and Computer Graphic

Learn the Strategy

This video will guide you through the Roth Done Right sales story and how to position this analysis with your clients. 

See the Software

This video will show you how to input client data into the software. Learn more about Standard Report Assumptions here.

Present the Report

This video will show you how to present the report to your clients. You can download a sample report here. 

Need Help?

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FAQs & Advanced Learning

What is Tax Drift?

What's Conversion Delta?

What is IRMAA Drift?

Additional Strategy Resources & Support

Download Marketing Resources
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