RothProfessional.com Aims to Help Advisers Spot Roth Conversion Opportunity

The firms said the Web site provides financial advisers access to the Roth Conversion Optimizer and a library of source documents related to the pertinent laws, regulations, and rulings concerning Roth IRA conversions and the 2010 Roth IRA conversion changes. The Roth Conversion Optimizer allows advisers to model 10 different conversion scenarios simultaneously to help clients select a potentially optimal level of Roth IRA conversion based on a variety of user inputs (see “Web-Based Tool Helps Advisers Perform Roth Conversion Analyses”).

Key resources within RothProfessional.com include the Roth Conversion Optimizer, a series of short Roth educational video clips, a comprehensive Roth reference library, and frequently asked questions, according to the companies.