Roth Projection Workshop with Emily Rassam

This workshop walks advisors through a practical, repeatable process for evaluating Roth conversions using real client examples. Emily Rassam demonstrates how to move from scattered spreadsheets to a structured, data-driven analysis that clarifies long-term tax impact for clients.

With this workshop, you will:

• Understand how to evaluate whether a conversion creates long-term tax savings.
• See how to compare multi-year tax outcomes using conversion ranges and break-even logic.
• Learn a repeatable workflow for moving from 1040 → projection → client recommendations.
• Identify the red flags that can make a conversion counterproductive.
• Build confidence presenting Roth strategies with clear, client-ready visuals.

If you’re still modeling conversions manually, the process becomes slow, inconsistent, and difficult to explain to clients. Using a systematic projection workflow gives you clearer analysis, faster turnaround, and a more confident client discussion.

Watch the workshop to streamline your Roth evaluation process and improve the quality of every conversion conversation.