Help From a WealthTrace Expert
Have an expert in the WealthTrace software and Chartered Financial Analyst (CFA®), the most sought after designation in the finance industry, help you with your plan. We will have an online conference call where we will review your assumptions with you and help you model any complex cash inflows or expenses. We will also review your results with you and help you run scenarios.
We can also help you analyze your Roth conversion scenario results, optimize your conversions, and discuss the pros and cons of converting to a Roth IRA.