Firm Introduces Roth Conversion Package for Advisers

Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.

Advisor Trusted Advisor, a provider of practice management tools to registered investment advisers (RIAs) and wealth managers, said the package is available through the Roth 2010 Advisor Portal. The package includes: workshops for current and potential clients; PowerPoint presentations; business-building strategies and tactics; information about how financial advisers can position themselves as retirement experts; and access to the Roth IRA Conversion Optimizer.

The company said its Roth Conversion Optimizer, developed by Archimedes Systems Inc. and Convergent Retirement Plan Solutions, considers many factors, leading to a recommendation to convert anywhere from zero to 100% of traditional IRA assets to a Roth (see “Web-Based Tool Helps Advisers Perform Roth Conversion Analyses”).

Starting on January 1, taxpayers with a modified adjusted gross income of more than $100,000 will be allowed to convert a traditional IRA to a Roth IRA, the firm noted. “The advent of these new tax laws presents a unique opportunity for people in the wealth management industry to demonstrate their expertise in what will be an intricate decision,” said Michael Slemmer, principal at Advisors Trusted Advisor.

More information is available at