This in-depth session is designed for financial advisors ready to take Roth conversion planning to the next level. We’ll break down how to identify optimal conversion patterns, stress test conversion strategies, and understand the ripple effects of tax drift, conversion delta, and IRMAA drift. You’ll learn how to structure smarter conversions that reduce lifetime taxes and protect clients from stealth taxes like IRMAA— all while achieving your client’s long-term income and legacy goals.
Maximum Value: A New Way to Evaluate Roth Conversions
one-time purchase
In this course, you’ll learn:
- The three key components of a successful Roth conversion
- How to identify and quantify the tax and IRMAA savings of a Roth conversion
- What conversion pattern could bring the most value to your clients - and what factors to consider when structuring a Roth conversion
- How Tax Drift, Conversion Delta, and IRMAA Drift all come into play when converting funds
- How to set yourself apart as the Roth conversion expert in your community