Robert Keebler's Excel-based Roth Conversion Calculator

$49.00 each

+

Robert Keebler's Excel-based Roth Conversion Calculator is a tool to evaluate the efficacy of a Roth Conversion. It’s graphical output allows the advisor to quickly absorb results and change assumptions. Moreover, unlike other calculators, a curious advisor is able to look “under-the-hood” and determine how the calculations are made. It’s is so easy-to-use the calculator requires little explanation, however the decision regarding whether to make a Roth Conversion Remains difficult. Therefore, the calculator comes with a 34 page manual, a sample client marketing letter, and a sample client memo to help the advisor better explain Roth Conversions to clients.

Official PayPal Seal

Connect With Us

 

The cart is empty