Get more! Sign up for PLANSPONSOR newsletters.
Advisor Trusted Advisor, a division of the Collaborative and 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.
Starting 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, in a news release.
More information is available at www.advisorstrustedadvisor.com .
–Ellie Behling
You Might Also Like:
E*TRADE Launches Planning Center for Equity Compensation Plan Participants
ERISA Stock Drop Challenge Targets Allergan
The firm is being challenged in a New Jersey district court for alleged imprudence in the management of its employee...
Lehman Stock Drop Suit Passed Over By Supreme Court
The high court will not offer another review to the long-running case, letting stand a lower court ruling that effectively...