The new 2009 version will include a Roth-conversion-plus-Social Security calculator. No information about this tool was available at press time, but it will presumably help analyze and optimize the timing of Roth conversions to minimize their impact on Social Security benefits.
Each advisor will have to do a little legwork to determine which Roth tool is best for them. The time to do that research is now, so you can be ready to service existing clients when year-end meetings roll around, and so you can market your services to new prospects soon.
The lifting of the income limits on Roth conversions and the special tax deferral available in 2010 offer a chance to serve existing clients and attract new ones, but good software will be essential if you are to succeed. Evaluate your options now so you can take full advantage of this opportunity.