IRA to Roth powerpoint presentations
I was wondering if anyone had a good resource for a prepackaged powerpoint presentation that I could purchase. I do not want to move my book of businees to get it. Also some good software recommendations would be appreciated.
Thank you,
Chris McIntire
Permalink Submitted by Denise Appleby on Fri, 2009-04-24 22:55
For software, it depends on what you need.
For Roth conversion analysis http://www.brentmark.com
For clients who are pre-retirees and retirees http://www.retirementworks2.com/video.asp?id=video (usually used by the individual) or http://www.stillriverretire.com/SRRW2_products.asp , usually used by professionals