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For the first time since the 1998 introduction of the Roth IRA, all taxpayers will be eligible to convert traditional IRAs to Roth IRAs due to the repeal of the $100,000 modified adjusted grow income (MAGI) limitation in 2010. The Roth IRA Conversion Expert™ provides tax practitioners with comprehensive Roth IRA analysis and implementation guidance to convert a traditional IRA to a Roth IRA successfully and efficiently.
Developed in connection with Robert S. Keebler and Stephen J. Bigge of Baker Tilly Virchow Krause, LLP, this tool allows users to quickly analyze a variety of conversion options based on different rates of return and various tax rates upon withdrawal, compare results of different scenarios, and compile client reports with one, easy-to-use tool. With the Roth IRA Conversion Expert, you’ll have access to educational guidance, practice management materials, and the Roth IRA Conversion Evaluator™.
NEW! We have added new features to the Roth IRA Conversion Evaluator™, the software component of the Roth IRA Conversion Expert™, to help you more effectively advise your clients regarding Roth IRA conversions.
• Accommodate analysis beyond the life of the current IRA owner (“Stretch IRA”)
• Allow for varying income and tax rates during the term of one scenario
• Permit additional input(s) to reflect basis in a non-deductible IRA
• Enable additional input(s) to reflect tax-exempt assets in an investment account
• Provide an enhanced Code Sec. 691(c) calculation – accounting for the deduction not only at death but also during the “stretch” period
• Print/export the results of the Tax Rate Evaluator tab
Formats available:
IntelliConnect®
Interested in the Roth IRA Conversion Expert?
We aren’t the only ones who think it's great – read the five-star Trusts and Estates review!
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