Overview
The Roth Conversion Agent is an AI-powered workflow tool designed to automate and streamline the end-to-end Roth conversion process for financial advisors. By connecting directly with an advisor's CRM and financial planning platforms, the agent scans client profiles to identify optimal conversion candidates based on age, lifespan projections, and historical tax returns. It generates multi-year tax bracket projections, populates comparative savings tables, and automates downstream communication by drafting personalized emails to clients and compliance-ready reports for external CPAs.
