Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at [email protected].
Let’s get started with a brief tour of the Member Section.
Questions? Email us at [email protected]
Helping Diligent Advisors Ensure They're On The Right Planning Path
Become a Member to view.
Already a member? Login Here
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that advisors are discussing with their clients. This flowchart addresses some of the major decision points to help guide clients through the conversation. This flowchart covers: