Tyler Randall · 26 Mar 2026 · 1 minutes

ROTH DONE RIGHT

Looking to Turn Roth Conversions into Real Revenue for Your Practice? Watch This.

Author: Tyler Randall Tyler Randall
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With tax season here, it’s the perfect time to turn Roth strategies into new client revenue.

And we’ve got just the video to show you how.

Stonewood recently hosted our Roth to Revenue Bootcamp, a two-hour virtual training on today’s best-converting tax messaging, marketing, and analysis. Roth To Revenue Mock-UpIf you missed the event, you don’t have to miss the learning. Check out the recording here—our complimentary gift to you.

During the training, Becky, Neil and I cover:

  • The highest-converting tax messages for seminars and email

  • How to optimize Roth conversions in today’s tax environment

  • Prospecting strategies that attract high-net-worth tax leads

  • How conversions can drive annuity and life insurance sales

  • Strategies to minimize taxes and IRMAA during conversions and across a client’s lifetime

So make time this week to watch the recording and see why these strategies are resonating with so many advisors. It is a strong next step for anyone who wants to turn tax season into practice growth season.

 

Tyler Randall
About the Author

Tyler Randall

Tyler Randall is the National Sales Director at Stonewood Financial. He works with financial advisors across the United States helping them position annuities strategically in retirement plans. Over the past 15 years, he's coached advisors who have written over $400M in annuity premium. His approach focuses on consultative selling, data-driven positioning, and building client confidence through transparency. Tyler is a frequent speaker at industry conferences and webinars.

Real Advisors. Real Results.

See how advisors are using Stonewood software to win larger cases and deliver better outcomes for their clients.

An advisor was working with a prospect who was a real "do-it-yourselfer" when it came to Roth conversions. The client was converting assets up their existing tax bracket – and hadn't considered any impact to IRMAA.

With Roth Done Right, the advisor was able to show an alternate pattern that sped up the conversion to 6 years. The new structure offered $30,000 savings in conversion taxes – a 20% reduction on the prospect's conversion tax bill. The report also showed hundreds of thousands of dollars in long-term tax and IRMAA savings from the converted assets – an amount the prospect hadn't been able to quantify on his own.

Outcome

A new client with $1M in new AUM, and a $1M FIA sale to fund the conversion process.

An advisor was working with a prospect who already had assets with Ken Fisher. Fisher's team presented a 5% systematic withdrawal projection, so the advisor needed a stronger way to frame the income conversation.

Using the Annuity Alpha report, the advisor showed how an annuity could deliver over 8% in annual cash flow with lifetime income, plus a long-term care doubler. The contrast was clear enough that the prospect moved forward.

Outcome

$1.5M placed and a $100K in new business revenue.

An advisor was working with a 58-year-old couple with an established, well-funded retirement income plan, leaving an additional $3M IRA to build out a legacy for the kids. The couple's existing advisor had no real additional plan for this money, other than to keep it in their managed account and grow that money as much as possible for the kids.

Using the Legacy Done Right report, the advisor showed the need for tax planning on this $3M IRA. According to the advisor, the simple analysis "opened up the wallet" to the Roth conversion story. The advisor then used the blended Roth/Life feature in the report to show a blend of Roth Conversion assets with some Life Insurance to help maximize the client’s legacy.

Outcome

$3M in motion. The advisor picked up a $1.5M FIA sale that will be converted to Roth. And the advisor also sold a 5-Pay Protection focused IUL policy at $225,000 of premium per year.

An advisor group incorporated the Total Tax Burden report into the strategy presentation for all new prospects. They ran the tax snapshot for every new client as part of their first meeting conversation, quantifying the growing tax burden of IRA money – and illustrating the kinds of tax savings possible when working with their firm.

Starting in January of 2023, this simple analysis was presented to every single prospect who walked in the door. The goal was to differentiate their practice and drive overall revenue growth through various Roth conversion strategies.

Outcome

From 2022 to 2025, new annual AUM rose from $5M to $50M. Annual FIA sales rose from $3M to $35M. And annual life premium rose from $50K to $1M.

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