Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners
Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners


ImagiSOFT's president and founder,
Michael J. Prestwich


Roth IRA Training Video
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  IMAGISOFT's Roth IRA Conversion Calculator helps financial advisors determine if their clients should pre-pay the income taxes on their qualified retirement plan assets to avoid income taxes — including all future growth — on this money forever.

Many of your clients may be "wasting" their 15% or 25% tax bracket by not taking advantage of the opportunity to convert a portion of their 401(k) to a Roth IRA. In this training video we illustrate how staging annual $25,000 roth conversions from age 60 through age 68, at a 15% tax rate, and a total cost of $47,000, saves $200,000 of higher taxes in 27 years when the surviving spouse is in a 25% tax bracket. The Roth assets are also inherited by the children tax-free instead of as ordinary income. See the sample report for details.


  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners More Accurate. Emulates your client's tax return by applying tax formulas to the salary, Social Security income, retirement income, retirement plan income, personal exemptions, and deductions—not by entering a tax bracket. It even calculates the phased-in taxes on Social Security.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Save Your Client Thousands. Should your clients pay higher taxes now to save thousands of dollars later? The answer is different for every client. Roth conversion is not for everyone.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Simple. Creates a detailed, colorful, easy-to understand, report that explains the costs and benefits of converting traditional retirement assets to a Roth IRA.

 
Try before you buy! Click the image to the left to install a fully functional free 7 day license of the Roth IRA Conversion Software.
Requires Windows 10 or Windows 7
  Click here to order on our secure server 30 day money back guarantee. Price: $600.00 Annually.

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