Is there a “right” way to approach Roth conversions? Here at Stonewood, the answer is “yes” – and we’ve developed the software to prove it.
Roth Done Right is a brand-new tool we rolled out this month, and if you’re helping clients with Roth conversions, it’s a must-have.
The Roth Done Right software analyzes taxes and IRMAA to help you deliver a better strategy to your clients. Advisors are already using it to:
#1 | Show the tax and IRMAA savings of a Roth conversion
#2 | Minimize taxes and IRMAA during the conversion itself
#3 | Show the do-it-yourselfers why they actually need YOUR expertise to convert
The best news? The Roth Done Right software doesn’t require your client’s tax return, so it can be used at all points in the sales process.
We hosted a webinar last week debuting the software and how to leverage it in your prospecting and client meetings. If you missed the call live, you can watch the recording below:
Watch the webinar
Want to learn more about IRMAA and how to position it with your clients? Here’s an IRMAA primer you can download.
The Roth Done Right software can help you drive better prospect and client conversations this year.
What’s more, it can help make sure your clients send less of their money to Washington, and keep more for themselves in retirement.
If you’d like to see the software in action or get a sample report for one of your clients, click here to schedule a call with our team.
About the Author
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.
