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wolterskluwerlb.com Home Page   »   Training   »   Other Resources

Roth IRA Conversion Expert™ Reference Material

Access via IntelliConnect

  • Custom Login URL - Roth IRA Conversion Expert™
  • Location within Browse tree (under ‘Financial and Estate Planning’ topic):
 

Launching Roth IRA Conversion Evaluator ™ tool
  • Once you’ve installed the Roth IRA Conversion Evaluator™ on your own computer
  • Launch the application from your computer: Start > All Programs >
  • Or use icon on your desktop

Training
  • Roth IRA Conversion Expert/Evaluator
 

Videos
  • Roth IRA Conversion Evaluator™ Tutorial
 

General Reference
  • Product brochure
  • Quick Start Guide (36 page PDF)
 

Customer Support
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