This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion Specialist™ (CRCS™) designation, click on the following:
www.certifiedrothconversionspecialist.com
20% Discount for the 1st 100 advisors who sign up!
As we look to get the designation off the ground with a bang, we are offering a 20% discount to the first 100 advisors who sign up. To get the discount CODE, click on the following:
https://certifiedrothconversionspecialist.com/20-discount
Even if you are not ready to take the exam, sign up now to ensure that you get the discount.
Consumers Deserve Better
Consumers have NO IDEA whether their advisor’s advice is any good. Bad Roth conversion advice can cost some clients or their heirs hundreds of thousands of dollars!
After our OnPointe software team created the most accurate Roth conversion software in the industry and compared that to software/Excel spreadsheets advisors are currently using, I can state with 100% CERTAINTY that advice created by these is NOT providing accurate recommendations to clients.
The CRCS™ Tells Clients Advisors are Capable
Designations signify to the public that advisors have passed an exam that ensures that they are proficient in the subject matter covered. After obtaining the CRCS™, advisors will be telling consumers that they can:
- Analyze whether a Roth conversion is financially viable
- Evaluate Roth conversions across multiple years rather than in isolation
- Determine the financial benefit to a client’s heirs
- Incorporate IRMAA, Social Security timing, and Medicare planning into Roth decisions
- Model conversion outcomes using cash-flow-based analysis rather than rules of thumb
- Identify scenarios where Roth conversions are neutral or harmful
- Offer client-specific conversion advice that will be unmatched in accuracy in the industry
- Defend Roth conversion recommendations under regulatory scrutiny
30+ Different Roth Conversion Variables
Are you are providing clients with accurate Roth conversion advice? If you are not using software or your own Excel spreadsheet that uses over 30 different variables, you are NOT! To download Chapter 2 from our new book that lists 30+ variables that MUST be taken into consideration when running Roth conversion numbers, click on the following (it will be a real eye-opener):
https://deconstructingrothiraconversions.com/variables-chapter
$13+ Trillion Dollar Market
The #1 reason to get the CRCS™ designation is to ensure that you are able to give clients the best advice. The #2 reason is to grow your revenue. There are more than $13 trillion in tax-deferred IRAs and 401(k) plans. It’s the biggest pool of consumer money advisors can target.
Roth IRA conversions also seem to be the hottest marketing tool IMOs, RIAs, and B/Ds are using to generate leads. What better way to communicate value and gain trust with a new lead (who doesn’t know you) than telling them you are a Certified Roth Conversion Specialist™?
Study Material for the CRCS™ Exam
Deconstructing Roth IRA Conversions: Myth vs. Reality
Our new book is now available on Amazon and can be used to study for the CRCS™ exam. Click here to order (I recommend the printed version if you are going to sit for the CRCS™ exam).
This book title could have been: Why Everything You Thought You Knew About Conversions is Wrong. Even if you don’t intend to sit for the CRCS, this book is a desk reference guide on conversions.
