Founded by James Conole, CFP®, Precision Roth Conversion is a Registered Investment Adviser (RIA) dedicated to helping clients make optimal decisions regarding Roth IRA conversions. The company utilizes proprietary software and a detailed analytical process to determine the most opportune time and amount to convert from a traditional IRA to a Roth IRA, aiming to maximize long-term, tax-free wealth. They offer their services directly to individuals and also partner with other financial advisors to provide this specialized analysis for their clients.

Founded in

United States