Optimize Roth Conversions. Minimize Taxes and IRMAA.

Stonewood Financials Roth Done Right software is a better way to analyze conversions for your clients.

The powerful software evaluates the all-in cost and benefits of a Roth conversion and then maps out the optimal conversion pattern to minimize taxes and IRMAA fees.

With the Roth Done Right software, you can deliver a deeper analysis of Roth conversions; overcome common conversion objections; and show your clients why they need to leverage YOUR unique expertise to convert.

Roth Done Right is the latest client conversion software from the experts at Stonewood Financial. It joins our suite of income and tax analysis software, lead generation programs, and marketing tools - all aimed at helping advisors like you dramatically grow their practices.