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

 

Roth IRA Conversion Calculator


New! Updated for 2011-12 Two Year Extension of the Bush Tax Cuts

We invite you to join
ImagiSOFT's president and founder,
Michael J. Prestwich,
at our next Roth IRA webinar

"Bush Tax Cuts -
A Powerful Door Opener"

Watch the webinar recorded on
January 20
January 13
January 6
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"We just purchased ImagiSOFT's Roth IRA software for our CPA firm. It looks so much better than anything else we've been able to find to help determine the impact of a Roth IRA conversion. As the webinar points out, there’s much more to the calculation than other calculators utilize. We had considered creating our own template, but ImagiSOFT has done it for us, along with providing a visual presentation of results that are understandable by our clients. We especially like being able to see where the numbers came from. ImagiSOFT's Roth IRA conversion software is what we were hoping to find."

— Vera M. Potash, CPA
Click this link to create your own
Roth IRA Conversion
Input Form

with Microsoft Word

Watch this
60 minute video
Roth IRA
Conversion Software

User Training
This couple will gain over $7,000,000 by converting their $1,000,000 IRA to Roth. Watch this
18 minute video
Roth IRA
Client Presentation

 
 

  Should your client pay $342,000 in taxes to convert $1,000,000 to a Roth IRA?
It depends on your client's situation and financial objectives. Here are some examples of situations where it probably makes financial sense:
  —   Your client wants to leave the maximum amount of money to the children and grandchildren
  —   When a younger wife who may outlive her husband by 20 years wants to maintain her living standard after her husband dies
  —   Those who understand that the cost of long term care may involve paying income taxes at the the highest levels when funded by traditional retirement assets
  IMAGISOFT's Roth IRA Conversion Calculator helps financial advisors determine if their clients should pre-pay the income taxes on their IRA and 401(k) assets to avoid income taxes — including all future growth — on this money forever.

 
IMAGISOFT's Roth IRA Conversion Calculator

  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Accurate. Calculates taxes from your client's income and income tax formulas—not by entering your client's tax bracket
 
—   Here is an example where other software underestimates the cost of converting a $1,000,000 IRA Rollover by $62,000!
—   Anyone who adds a $100,000 or more to their income by doing a Roth IRA conversion will move into at least one higher tax bracket. (Most clients know this, which is why you may be losing sales without knowing why.)
—   Your client's income will probably change every year. Illustrating level income misrepresents the effects of converting your client's traditional retirement assets to Roth IRA assets.
—   Income taxes are increasing in 2011 and 2012. You cannot adequately illustrate this effect with over-simplified software that bases its calculations on tax-brackets and level-income.
—   In short, do not jeopardize your reputation, risk your credibility, or expose yourself to complaints or lawsuits by using over-simplified software.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Save Your Client Thousands. Should your clients take advantage of the 2010 law that allows clients to spread conversion over the 2011 and 2012 tax years, or should they pay the taxes in 2010? The answer is different for every client. Use software that has the ability to calculate the difference — your clients will thank you.
  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.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Visual. Show clients easy to understand Roth IRA concept presentations.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Technological. Create reports in Adobe's Portable Document Format (PDF) that you can email to your clients or save in your electronic compliance files.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Lifetime Income. Calculate your client's life expectancy with our Life Expectancy calculator to help your clients understand that their assets must provide income for the rest of their lives.


 
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.
Supports Windows 7, Vista, XP and 2000.
  Click here to order on our secure server 30 day money back guarantee. Price: Only $600.00 Annually. $100 off if you order within 7 days.
Company licenses of 100 or more units available.
 
Roth IRA Links For Financial Advisors:
IRS Publication 590 - Roth IRA Distributions
Roth IRA Conversions? Do They Make Sense? by Roccy DeFrancesco, J.D
Making a Good Deal for Retirement Even Better Wall Street Journal
2010 Traditional IRA to Roth IRA Conversion Tax Rules - GoodFinancialClients.com
Can You Rollover Your 401k to a Roth IRA? - GoodFinancialClients.com
2010 Roth IRA Conversions - MONEY-zine.com
"Madoff" Your Clients With a Roth IRA Conversion - AnnuityIllustrations.com
When to Switch to a Roth IRA - Kiplinger.com

IMAGISOFT , Inc.  PO Box 13208  Albuquerque, NM 87192-3208   (877) 510-4702  tech.support@imagisoft.com
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