Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners
Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners


ImagiSOFT's president and founder,
Michael J. Prestwich
Roth IRA Software Demo
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  IMAGISOFT's Roth IRA Conversion Calculator helps financial advisors determine if their clients should pre-pay the income taxes on their IRA and 401(k) assets to avoid income taxes — including all future growth — on this money forever.

  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners More Accurate. Emulates your client's tax return by applying tax formulas to the salary, Social Security income, retirement income, retirement plan income, personal exemptions, and deductions—not by entering a tax bracket. It even calculates the phased-in taxes on Social Security.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Save Your Client Thousands. Should your clients take advantage of the 2010 law that allows clients to spread conversion over the 2011 and 2012 tax years, or should they pay the taxes in 2010? The answer is different for every client. Use software that has the ability to calculate the difference — your clients will thank you.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Simple. Creates a detailed, colorful, easy-to understand, report that explains the costs and benefits of converting traditional retirement assets to a Roth IRA.
  Roth IRA Conversion Software - Roth IRA Rollovers - Roth IRA Calculator for CPA's and financial planners Visual. Show clients easy to understand Roth IRA concept presentations.

 
Try before you buy! Click the image to the left to install a fully functional free 7 day license of the Roth IRA Conversion Software.
Requires Windows 10 or Windows 7
  Click here to order on our secure server 30 day money back guarantee. Price: $600.00 Annually.

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