Are you an advisor looking to give more accurate Roth Conversion advice to your clients?
OnPointe Roth Conversion Software
The most accurate Roth conversion analysis tool in the industry factoring in over 40 variables like IRMAA, Social Security, RMDs, and multi-year strategy modeling for truly personalized results. OnPointe’s full retirement planning program lets you integrate Roth Conversions into a complete plan that delivers unmatched value to your clients.
Certified Roth Conversion Specialist™
Take your advisory practice to the next level with the Certified Roth Conversion Specialist™ (CRCS™) designation. Equip yourself to deliver smarter Roth strategies, elevate retirement planning, and navigate IRMAA with confidence.
Why OnPointe Roth Conversion?
Built for Real Planning, Not Guesswork
Go beyond generic calculators. Run My Roth handles real-world complexity with precision, including multi-year projections.
IRMAA & Medicare Planning Integrated
Visualize the IRMAA impact of each conversion year and coordinate Medicare premium planning with tax strategy.
Lead Generation Tools Included
Let prospects run their own Roth numbers through your software—then follow up with real data, not hypotheticals.
Automatic RMD Calculations
OnPointe automatically calculates RMDs and projects what you’ll need to withdraw each year.
Supports Legacy, Tax & Income Planning
Model the Roth impact on estate value, future tax liability, Social Security interaction, and more.
Scenario Comparison Tools
Instantly compare different conversion timelines to help clients see the impact of each choice.
Certified Roth Conversion Specialist™
Stand out with the Certified Roth Conversion Specialist™ (CRCS™) designation—designed for advisors who want to master the intersection of Roth conversions, taxes, and retirement planning. As a CRCS™, you’ll gain the expertise to guide clients through complex conversion strategies, reduce long-term tax liability, and navigate IRMAA surcharges with precision. If you’re serious about delivering smarter, more holistic retirement outcomes, becoming a CRCS™ sets you apart.
Get Started Today
If you’re tired of oversimplified tools that don’t reflect your clients’ real lives, it’s time for a smarter more accurate solution.