Are You Optimizing Your Client's Roth Conversion? 

The assumptions you use when analyzing Roth conversions for your clients can have a BIG impact on results - especially on the break-even point when a client has earned back the taxes paid during the conversion.

This recording dives deep into the biggest factors impacting the break-even point - and how to properly model them for your clients. 

Watch the recording and learn:

• What factors impact a conversion's break-even point
• How to model the "widow's penalty" in your analysis
• The role IRMAA plays in Roth conversions
• Effective Tax Rate vs Marginal Tax Rate for IRA funds

Stonewood Financial offers prospect-to-close tax and income tools that help advisors like you dramatically grow their practices. Training webinars like this are a key benefit of Membership, along with Roth Analysis software, marketing programs, and client reports.