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Optimize Roth Conversions.
Minimize Taxes & IRMAA.
Deliver Better Results.
See the Software in Action
Drive the Conversion Decision
Our software analyzes the Tax and IRMAA savings of a Roth conversion - and delivers a simple, powerful report for your client.
Minimize Taxes & IRMAA
Next, it evaluates the optimal structure for your client's Roth conversion - minimizing taxes and IRMAA and maximizing value.
Establish Yourself as the Roth Expert
Our reports show your clients why they need YOUR expertise to convert - overcoming objections and estsblishing you as the Roth specialist.
Experience the Roth Done Right software. Schedule a demo
Access our complete suite of tools for just $329 / month.
Roth Done Right is the latest client-conversion tool from the team 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.