Roth IRA Conversion Expert

More and more of your clients may be asking you about converting their traditional IRA to a Roth IRA. That’s because, due to the repeal of the $100,000 modified adjusted gross income (MAGI) limitation, all taxpayers are now eligible to do so. Effective in 2010, this change puts the burden on you to educate yourself about available options, which is exactly what the Roth IRA Conversion Expert was designed to do. It gives you the power to analyze conversion options, compare possible scenarios, compile client reports and so much more.

Become a Roth IRA conversion expert with one simple tool. Contact us today — we’ll get you there.

Formats available

• IntelliConnect®

The Roth IRA Conversion Expert guides you through each step of Roth IRA conversion planning. It explains strategic factors and lays out tactical reasoning to provide you with the information you need as you go through the process. Developed by Robert S. Keebler and Stephen J. Bigge of Baker Tilly Virchow Krause, LLP, it offers the following:

• Easy-to-use interface — Organize conversion analysis and scenarios by client and then compare client options via user-friendly charts and summaries.
• Roth IRA Conversion Evaluator™ — Compare results of various scenarios and also compile client reports with this user-friendly analysis software.
• Integration — Export client data and various conversion options directly to Microsoft® Excel®.
• Practice aids — Educate yourself and your clients with a variety of practice management materials.

Become a Roth IRA conversion expert with one simple tool. Contact us today — we’ll get you there.

Formats available

• IntelliConnect

The Roth IRA Conversion Expert provides a variety of information and tools to help guide you through Roth IRA conversions, including practice management materials, educational content and the Roth IRA Conversion Evaluator. Practice management materials improve your productivity and include a marketing letter, engagement letter, a checklist for seamless conversions and educational materials and presentations for clients.

Educational guidance provides you with:

• A careful process that guides you through each step of planning with explanations of strategic issues.
• Reasons why a taxpayer may benefit, through income or estate taxes, from a Roth IRA conversion.
• Abundant information that gives you the information you need to properly advise clients on Roth IRA conversions.
• A strategies and tactics video by Robert S. Keebler.

The Roth IRA Conversion Evaluator, the software component of the Roth IRA Conversion Expert, offers automatic calculations, as well as:

• Retirement asset worksheets.
• Income tax and cash flow worksheets.
• Variance and step analysis summaries.
• Net-to-family comparison charts.

The Roth IRA Conversion Evaluator also lets you:

• 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.

Become a Roth IRA conversion expert with one simple tool. Contact us today — we’ll get you there.

Formats available

• IntelliConnect

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• Roth IRA Conversion Expert / Evaluator

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.