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Company News CPAroth.com: A New Website Provides CPAs With Valuable Roth IRA Information and a Roth Conversion Optimizer Tool
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CPAroth.com: A New Website Provides CPAs With Valuable Roth IRA Information and a Roth Conversion Optimizer Tool
Tuesday, 23 February 2010 10:34
FOR IMMEDIATE RELEASE
Waltham, MA – February 23, 2010 - Archimedes Systems, Inc., in partnership with Convergent Retirement Plan Solutions LLC, has announced the launch of CPAroth.com. The portal provides CPAs with access to Archimedes’ highly-successful Roth Conversion Optimizer™ tool and a comprehensive library of source documents related to the pertinent laws, regulations and rulings concerning Roth IRA conversions starting in 2010.
According to Mike Book, National Sales Director at Archimedes, “The Roth Conversion Optimizer™ is an incredibly valuable tool for CPAs because conversion decisions can be complex. The interactive technology demonstrates the pros and cons of full and partial Roth IRA conversions, examines the implications of different life expectancies and of changing the consumption start year, and even factors in the decision to tax the conversion in 2010 or to defer it to 2011 and 2012. Being able to adjust many variables and print a detailed PDF report is extremely helpful for CPAs when reviewing their clients’ personal situation.”
Ben Norquist, President of Convergent, says “Over 13 million affluent households gained access to the Roth IRA conversion option on January 1, 2010, and CPAs will be one of the most trusted resources individuals will turn to for decision-making assistance. CPAs throughout the country are witnessing a significant increase in the complexity of Roth conversion questions as public awareness of the Roth rule changes continues to grow. CPAroth.com provides CPAs with access to cutting-edge conversion optimization software as well as detailed information and source documents they will need to provide comprehensive Roth support to their clients.”
About Archimedes
Archimedes is a leading provider of web-based college and retirement planning decision support tools and personalized communications tools that inform, educate, and motivate employees, participants, individuals, Advisors and CPAs to take action. Since 1991, Archimedes has specialized in designing and building customized applications for retirement, personal finance, education funding, and employee communications. For more information, visit www.archimedes.com or call 781-647-1110.
Convergent Retirement Plan Solutions, LLC, is a firm comprised of seasoned retirement industry veterans dedicated to creating tailored compliance, education and business development solutions for the retirement services industry. The principles of Convergent have hands-on experience in virtually all aspects of the retirement services industry from retirement product design and development to marketing, sales and distribution, to servicing and administration. For more information, visit www.convergentrps.com or call 218-824-4903.
Contacts:
| Mike Book | Connie Spaulding |
| Archimedes Systems, Inc. | Convergent Retirement Plan Solutions, LLC |
610-913-1000 or | 218-824-4903 |
| mbook@archimedes.com | Connie.Spaulding@convergentrps.com |