How to Use Software to Make Roth Conversions Easier

Описание к видео How to Use Software to Make Roth Conversions Easier

Converting dollars from a traditional IRA into a Roth IRA can be an incredibly effective tax technique for many retirees. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement. Learn how software can help you determine how much should be converted and show the impact of the conversion on a retirement strategy in this recorded webinar. If you'd like to see for yourself, you can take a 10-day free trial here https://www.covisum.com/trial.


*For advisor use only

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