Maximize Tax Efficiency with Roth Enhancements

Finding ways to maximize your client’s wealth is likely one of your top priorities. One way to boost your clients’ returns and net worth is by leaning on tax-smart strategies.

With just a few clicks, you can now leverage our innovative tools to add Roth conversion strategies and fill up various tax brackets, putting more money in your clients’ pockets and scaling your business to new heights.

Check out this short video and discover how to show the tangible benefits that Roth conversion tax strategies can make for your clients:

Putting into Practice:

• Adding Roth Conversions into Decision Center 0:40
• Editing Roth Information Right in Decision Center 1:28
• Viewing Tax Reports 1:46
• Viewing Tax Bracket & Total Taxes 2:17

Related Roth Updates:

• Roth Conversion Enhancements (Updated in January 2023): Use the new Fill Up Tax Bracket setting and Tax Bracket Chart to quickly show your clients, in an engaging and interactive way, the impact Roth conversions have on their plans .
• Streamlined Roth Conversion Modeling in Facts (Updated in October 2022): Simplify the process of entering a Roth conversion into eMoney, making it easier to show the tax diversification benefits Roth accounts give to clients.

Additional Resources:

• Model Roth Conversions
• Facts FAQ