NEW YORK, Jan. 17, 2023 /PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today the next iteration of its Roth conversion tool, The Roth Conversion ...
The enhanced Roth Conversion Simulator allows advisors to customize inputs such as conversion amounts, years to convert, and kick-off age and the tool shows the effects of this conversion on the Roth ...
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