The Brokerage and Advisory Operations area typically sees an influx of Roth conversion requests in tax deadline season. You now have access to a new tool designed to help you guide clients through this important retirement planning decision: whether a Roth IRA conversion is right for them.
We’re excited to share that the Roth Conversion Analyzer was released in Wealthscape in December.
The Roth Conversion Analyzer allows you to:
- Quickly assess a client’s eligibility to convert a traditional IRA or qualified employer-sponsored plan to a Roth IRA.
- Evaluate potential tax impacts and longer-term planning considerations.
- Support more informed, strategic conversations with clients about their retirement goals.
You can access the Roth Conversion Analyzer directly within Wealthscape:
Menu → Retirement & Planning → Planning Calculators
We encourage you to explore this tool and incorporate it into your ongoing planning discussions with clients.
If you have questions or need support, please contact the Brokerage Operations Team at 1-800-344-7437.
Below is a view of the Wealthscape Roth Conversion Analyzer:
TC8699354(0126)1
