Event Description
Roth 401(k) Analyzer

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!

Prerequisite None
Who Should Attend? N/A
Duration 45 minutes
Time listed is in Eastern Time (ET).
Roth 401(k) Analyzer

We’re sorry - this event does not have any sessions available for registration.

Newkirk McKay Hochman MasteryPOINT Financial Technologies