Academic Insight. Industrial Precision. Optimized Results. Optimized Financial Systems Prosperity Engineered The future is full of questions. A Roth conversion shouldn’t be. When it comes to preparing for the future, there’s no such thing as a foolproof plan. But that doesn’t mean your premium clients should leave their wellbeing to chance. Optimized Financial Systems will help you make the right decisions for tomorrow, today. When you convert to a Roth IRA with our SLiP TM Roth Conversion Engine — the only product using stochastic linear programming to consider thousands of scenarios and their probabilities — you’ll have the power of proven academic research on your side. You’ll plan for uncertainty with mathematical exactness. And you’ll give your clients what they truly deserve: a picture of their wealth in years to come, rendered as accurately as science allows. Risk is complex. So we thought we’d engineer a simple solution: You’re going to make good decisions. Better.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Academic Insight.Industrial Precision.Optimized Results.
Optimized Financial SystemsProsperity Engineered
The future is full of questions. A Roth conversion shouldn’t be.When it comes to preparing for the future, there’s no such thing as a foolproof plan. But that doesn’t mean your premium clients should leave their wellbeing to chance.
Optimized Financial Systems will help you make the right decisions for tomorrow, today. When you convert to a Roth IRA with our SLiPTM Roth Conversion Engine — the only product using stochastic linear programming to consider thousands of scenarios and their probabilities — you’ll have the power of proven academic research on your side. You’ll plan for uncertainty with mathematical exactness. And you’ll give your clients what they truly deserve: a picture of their wealth in years to come, rendered as accurately as science allows.
Risk is complex. So we thought we’d engineer a simple solution: You’re going to make good decisions. Better.
A Best-In-Class Servicefor World-Class Clients.IRA Conversion: an Inexact Science.Should a client convert a regular IRA to a Roth IRA? When? Should the conversion take place all at once, or gradually, over the course of years? These are major questions CPAs and wealth managers tackle every day, and there is no single answer for all clients. That’s why Optimized Financial Systems has developed a new way to plan for the future, expertly tailored to your clients’ specific needs. It’s a way to take what you know about this year, and gain insights into years to come. Variables are considered. Possibilities are explored. And for the first time, the inexact science of IRA conversion is subjected to scientific rigor, giving you the ability to make better choices. Every time. For every client.
We Don’t Eliminate Risk. Just Guesswork.We have one thing in mind: better analysis for your top-tier clients. So we’ve drawn on an extensive body of academic research and mathematical programming to develop the SLiP™ Roth Conversion Engine. SLiP is the only financial product to utilize stochastic linear programming, a mathematical method for finding the best, most “optimized” outcome, given thousands of analyzed prob-abilities. With SLiP, you can input variables concerning your client’s age, lifestyle, income and financial goals, and explore a multitude of potential scenarios for your client’s future. Whether you’re looking for a conversion plan or a robust draw-down strategy, what you create is a cumulative portrait of the conditions your client is likely to encounter in the future. Simply put, this is true preparedness.
Your Strategy, By the Numbers.When you make an optimized decision with the SLiPTM Roth Conversion Engine, the numbers speak for themselves.
The bottom line: Optimizing often allows your clients to spend more money during retirement and still leave a larger estate. And in virtually every scenario, it pays for itself.
The above chart shows the average increase in present value of the estate and spending power when compared against the next best option. The two candidates for the next best option are a full conversion and no conversion to Roth. The results come from a set of 171,516 tests with varying ages, incomes, savings rates, and an assumed 6% real return on investments. The chart above is for illustrative purposes only, and in all cases, advisors and clients should discuss the tradeoffs between spending in the present and future estate values. For more information, please visit optimizedfinancialsystems.com
Present Value of SLiP™ Optimized Roth Conversion vs. Initial IRA$160,000
$140,000
$120,000
$100,000
$80,000
$60,000
$40,000
$20,000
$0
$0$10
0,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,0
00$1,0
00,000
$1,100,0
00$1,2
00,000
$1,500,0
00$2,0
00,000
$3,000,0
00$3,
100,0
00$3,
200,000
$3,500,0
00$4,0
00,000
$6,000,0
00
Initial IRA
Pre
sent
Val
ue o
f B
enef
its
Academic Insight.
Industrial Precision.
Optimized Results.
Optimized Financial Systems
This is Prosperity Engineered.
The future is full of questions.
A Roth conversion shouldn’t be.
Solutions for Tomorrow. Engineered Today.
To get started, call 1-800-654-7959 or visit optimizedfinancialsystems.com
When it comes to preparing for the future,
there’s no such thing as a foolproof plan.
But that doesn’t mean your premium clients
should leave their wellbeing to chance.
Optimized Financial Systems will help you
make the right decisions for tomorrow,
today. When you convert to a Roth IRA with
our SliPTM Roth Conversion Engine, you’ll have
the power of proven academic research
on your side. You’ll plan for uncertainty
with mathematical exactness. And you’ll
give your clients what they truly deserve: a
picture of their wealth in years
to come, rendered as accurately as
science allows.
Risk is complex. So we thought we’d
engineer a simple solution: You’re going
to make good decisions. Better.
For elite clients, secure savings is not enough.
You owe it to them to ensure that their wealth
grows larger, lasts longer and performs better
in years to come. And there is no better time to
start than right now. Changes in economic
policies are underway that could affect your
clients’ financial goals. With Optimized Financial
Systems, you’ll have everything you need to
make your decision — the right decision — now.
A Best-In-Class Servicefor World-Class Clients.
Should a client convert a regular IRA to a Roth IRA? When? Should the conversion take place all at once, or gradually, over the course of years? Is the client setting aside money to provide for a spouse? These are major questions CPAs and wealth managers tackle every day, and there is no single answer for all clients. That’s why Optimized Financial Systems has developed a new way to plan for the future, expertly tailored to your clients’ specific needs. It’s a way to take what you know about this year, and gain insights into years to come. Variables are considered. Possibilities are explored. And for the first time, the inexact science of IRA conversion is subjected to scientific rigor, giving you the ability to make better choices.
Every time. For every client.
Your Strategy, By the Numbers.When you make an optimized decision with the SLiPTM Roth Conversion Engine, the
numbers speak for themselves.
The bottom line: Optimizing often allows your clients to spend more money during retirement and still leave a larger estate. And in virtually every scenario, it pays for itself.
The above chart shows the average increase in present value of the estate and spending power when compared against the next best option. The two candidates for the next best option are a full conversion and no conversion to Roth. The results come from a set of 171,516 tests with varying ages, incomes, savings rates, and an assumed 6% real return on investments. The chart above is for illustrative purposes only, and in all cases, advisors and clients should discuss the tradeoffs between spending in the present and future estate values. For more information, please visit optimizedfinancialsystems.com
We Don’t Eliminate Risk. Just Guesswork.We have one thing in mind: better analysis for your top-tier clients. So we’ve drawn on an extensive body of academic research and mathematical programming to develop the SLiP™ Roth Conversion Engine. SLiP is the only financial product to utilize stochastic linear programming, a mathematical method for finding the best, most “optimized” outcome, given thousands of analyzed probabilities. With SLiP, you can input variables concerning your client’s age, lifestyle, income and financial goals, and explore a multitude of potential scenarios for your client’s future. Whether you’re looking for a conversion plan or a robust draw-down strategy, what you create is a cumulative portrait of the conditions your client is likely to encounter in the future. Simply put, this is true preparedness.
Present Value of SLiP™ Optimized Roth Conversion vs. Initial IRA$160,000
$140,000
$120,000
$100,000
$80,000
$60,000
$40,000
$20,000
$0
$0$10
0,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,0
00$1,0
00,000
$1,100,0
00$1,2
00,000
$1,500,0
00$2,0
00,000
$3,000,0
00$3,
100,0
00$3,
200,000
$3,500,0
00$4,0
00,000
$6,000,0
00
Initial IRA
Pre
sent
Val
ue o
f B
enef
its
Subject line: Inside: A Clear Look at Your Financial Future
Distribution of Improved Benefits with SLiP™ Optimized Roth ConversionAsset Growth Over Lifetime
OFP WEBSITE — HOME PAGE SERVICES
OFP WEBSITE — INDEX PAGE SERVICES
OFP WEBSITE — HOME PAGE SLIP ROTH ENGINE
OFP WEBSITE — INDEX SLIP ROTH ENGINE
Related Documents
