Join us for a demonstration of the Roth 401(k) Analyzer. With the new tax laws allowing for more in-plan Roth conversion options, this tool will help participants determine consequences of a conversion, and a strategy if they chose to convert vested plan dollars into the Roth option.
The Analyzer tool includes an interactive tutorial summarizing the in-plan conversion options, and can:
- Capture participant and spouse demographic and tax information
- Capture current balance and savings information
- Provide an estimated balance at retirement for three conversion scenarios:
- No Roth conversion
- Partial conversion to a Roth, using existing savings
- Complete conversion to a Roth
Register today, by scrolling to the bottom of this screen and clicking the sign up button!