Optimize Roth Conversions. 
Minimize Taxes & IRMAA.
Deliver Better Results.
Schedule a Demo

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 establishing you as the Roth specialist.
 

axes &RMA

 

 

Experience the Roth Done Right software. Schedule a demo 

Access our complete suite of tools for just $329 / month.

Stonewood Financial Roth Done Right Report

  

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.