Advisors Trusted Advisor has enhanced its online Roth Conversion Optimizer.
ATA's Roth 2010 Conversion Package an online portal comprising educational materials, marketing tools and the Optimizer is now used by nearly 100 advisors and wealth managers.
New features in the Optimizer include:
Additional details in reporting - including conversion transaction details, plus year-by-year projections for the first generation and legacy periods.
Lump-sum distribution analysis - showing various options in passing on IRA assets to a second generation.
Modeling the 10 percent early withdrawal penalty - illustrating the effect of paying some or all of the conversion tax from IRA assets.
Increased flexibility in modeling cash flow scenarios - showing projections of lump sum distributions of all IRA assets in the year following the year of the IRA owner's death.
New marketing and educational tools have been added to the Advisor Portal as well. These include invitations and case studies for people in different age brackets, and audio discussions on a variety of Roth-related topics.
The Roth 2010 Conversion Package, available through the online Roth 2010 Advisor Portal, includes: pre-packaged workshops for current and potential clients; fully scripted PowerPoint presentations; business-building strategies and tactics; access to the Roth IRA Conversion Optimizer; and more.
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