The Roth Architect™ Analyzer
Start with the client's age, income and IRA balance. Compare conversion timing, tax brackets, RMD exposure and Medicare’s two-year IRMAA lookback using disclosed planning assumptions.
For licensed retirement agents
Roth Architect™
Turn a client’s retirement tax questions into a clear diagnosis and a selected-strategy blueprint. Analyze conversion timing, generate client and CPA reports, and explain the choices with the numbers in view.
Licensed agents only. Trial: analyzers only, starting at signup. Full 30-day licences are issued by your administrator.
With an active full licence
- Roth Architect™ Analyzer with year-by-year conversion maps
- Income Analyzer for retirement income and growth modeling
- Branded client reports — download, print and edit in Word
- Presentation library with live and screen-share presenting
- Authority handouts for print and email follow-up
- Saved clients so every case picks up where it left off
What you get
Diagnose first. Build the blueprint second.
Start with where the client is today, the No Plan outcome, and the gaps that deserve attention. Then explain the selected option, its timeline, the math and the steps to implement it.
Income Analyzer
Model retirement income and growth strategies side by side — guaranteed income options, market exposure, and what each choice does to the client's plan over time.
Custom client reports
Separate the diagnosis from the selected-strategy blueprint. Generate client reports and CPA report or summary modes, with printable and editable Word outputs.
In-app presentations
A library of presentation decks built around the retirement tax conversation. Present them live in the app or share your screen in a virtual meeting — decks stay inside the platform.
Authority handouts
Printable, editable handouts support the conversation after the appointment. Library access follows your licence permissions; presentation decks stay inside the app.
Virtual meeting ready
Screen-share mode turns any analyzer run into a guided virtual appointment, so you can present to ages 50–75 clients at home just as confidently as across your desk.
What's also included
Exclusive — customized for you.
Campaign frameworks, presentation visuals and follow-up approaches help organize your practice’s message. Discuss customization and availability with your administrator; no lead volume or sales result is promised.
Advertising campaigns
Campaign frameworks for communicating your planning approach to retirees. Audience, claims and final materials need practice approval.
Presentation visuals
Visuals for organizing estate, income and tax-planning conversations at the table, on stage and on screen.
Closing strategies
Discussion and follow-up approaches that connect the diagnosis to a considered next step, without pressure or promised outcomes.
Each element is customized to you and your practice — licensed agents receive the campaigns, visuals and strategies ready to run in their market.
Ready to cross the 10-million line?
Want to cross the 10-million line this year — improve your numbers? You have to see more opportunities. It's a numbers game with a better plan.
To get more at-bats — and hit more home runs — you have to go to more games.
Or put it in football terms: if you want to reach the Super Bowl — catch more passes and score more touchdowns — you need more possessions and a winning team. We have the playbook.
Let's play ball.
How it works
From client facts to a conversation you can explain.
Enter the client's picture
Assets, income needs, tax exposure, time horizon — the analyzer does the heavy lifting from the facts you already collect.
Generate the analysis and reports
Review the No Plan diagnosis, compare the selected strategy and its timing, then generate the report with assumptions and limitations visible.
Explain the plan and coordinate
Walk through the numbers on screen or in print. Use the recommendation, Bottom Line and implementation steps to support a coordinated conversation with the client's CPA.
Why it works
Built to make you the authority — not another product pitch.
Retirees ages 50–75 are not shopping for a product. They are looking for the one professional who can show them — clearly, on paper — how their estate, their taxes, and their Roth conversion decisions fit together.
Roth Architect™ arms you with the analysis, the language, and the leave-behind materials to be that professional at every appointment, webinar, and screen-share meeting.
Agents and administrators
Start with the analyzers. See the full workflow in a demo.
The seven-day trial starts at signup and includes the Roth and Income Analyzers, not the presentation or handout library or screen-share features. One trial per agent. Full licences run for 30 days.