Help your clients maximize the value of their self-directed accounts, without taking on extra work.
Our Discounted Rollover strategy allows investors to convert Traditional retirement assets to Roth accounts at a significantly reduced tax cost, using real, IRS-aligned valuation discounts.
We provide the guidance and documentation account holders need to complete Discounted Rollovers with clarity and confidence.
We also support you by:
Rollover documentation completed and organized
End-of-year tax reporting made simple
Education on how and why this strategy works
Help your clients maximize the value of their self-directed accounts, without taking on extra work.
Our Discounted Rollover strategy allows investors to convert Traditional retirement assets to Roth accounts at a significantly reduced tax cost, using real, IRS-aligned valuation discounts.
We provide the guidance and documentation account holders need to complete Discounted Rollovers with clarity and confidence.
We also support you by:
Rollover documentation completed and organized
End-of-year tax reporting made simple
Education on how and why this strategy works
FAQs
What's required to support this strategy as a custodian?
Custodians play a key role in facilitating the rollover and housing the investment within a retirement account. The main requirement is the ability to accept third-party valuations and process Roth conversions based on fair market value.
Is this approach IRS compliant and properly documented?
Yes. The strategy is based on IRS-approved rules around Roth conversions and fair market valuations. We work with tax attorneys, valuation firms, and custodians to ensure all necessary documentation is in place, including appraisal reports and transaction records.
How do we partner with your team to support clients?
Our team provides the strategy and structure, while you continue to serve as the retirement account custodian. We ensure all stakeholders, investor, advisor, CPA, and custodian, are aligned and supported throughout the process.