SkyRockRidge

Roth IRA Conversion Optimizer

Advisor Partner Program

The Advisor Partner Program connects Personal users with trusted financial professionals who can support their retirement planning. Advisors included in this program are experienced users of the Roth IRA Conversion Optimizer that hold a Commercial license allowing them to use the tool with their clients.

Advisor Directory
Advisors who purchase a Commercial, Extended Commercial, or Enterprise license may choose to be listed in the directory below. This listing gives Personal users a simple way to find qualified professionals who are familiar with the tool and available for advisory engagements.

Advisor Guest Posting
As an Advisor Partner, you may also submit educational articles to be published on the Roth IRA Conversion Optimizer Blog. This gives you an opportunity to share your expertise, increase your visibility, and provide valuable insights to readers exploring Roth conversion strategies.

Program Availability
The Advisor Partner Program will officially launch once our foundational network of advisor partners is established. We will update this page with deeper program details, launch timelines, and onboarding information as development progresses.

FAQ
Additional details can be found on the Partner Program FAQ.

Contact
Contact Jeff, the ExcelAppShop owner, via the Contacts Form, for more details on this program.

Below is an example of how the Commercial and Extended Commercial Partners listings will look (on this page) when launched.

Extended Commercial & Enterprise Advisors

These Advisors have purchased the Extended Commercial or Enterprise version of the Roth IRA Conversion Optimizer.

ExcelAppShop
Minneapolis, MN
rothiraconversionoptimizer.com
123-123-1234

About ExcelAppShop: ExcelAppShop is the official storefront for the Roth IRA Conversion Optimizer, offering Basic, Personal, Commercial, and Extended Commercial licenses. Extended Commercial users have the option to promote their firm here and list their licensed advisors below (10 advisors per Ext Commercial license).

ExcelAppShop Advisors

John Doe1, EA, RICP® — JohnDoe1@gmail.com, 123-123-1234
Areas of expertise: Add text here

John Doe2, EA, RICP® — JohnDoe2@gmail.com, 123-123-1234
Areas of expertise: Add text here

John Doe3, EA, RICP® — JohnDoe3@gmail.com, 123-123-1234
Areas of expertise: Add text here

John Doe4, EA, RICP® — JohnDoe4@gmail.com, 123-123-1234
Areas of expertise: Add text here

John Doe5, EA, RICP® — JohnDoe5@gmail.com, 123-123-1234
Areas of expertise: Add text here

Commercial Advisors

These Advisors have purchased the Commercial version of the Roth IRA Conversion Optimizer. Extended Commercial and Enterprise advisors can also be listed here if desired.

Jane Smith, CFP® Smith Financial Planning — Denver, CO http://www.smithfp.com, JaneSmith@gmail.com, 123-123-1234
Areas of expertise: Add text here

Judy Jones, CFP® Jones Financial Planning — Minneapolis, MN
http://www.jonesfp.com, JudyJones@gmail.com, 123-123-1234
Areas of expertise: Add text here

Josie Doe, CFP® Doe Financial Planning — Boston, MA
http://www.doefp.com, JosieDoe@gmail.com, 123-123-1234
Areas of expertise: Add text here

Contact ExcelAppShop for More Info

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DISCLAIMERS

Technical Requirements & Compatibility:

Software: Requires the latest version of Microsoft Excel for Windows or Mac (Microsoft 365). Older versions, or web-based versions, of Excel are not compatible.
VBA Macros: As this is a VBA-powered application, macros must be enabled to run the calculations and scenario comparisons.
Unsupported Platforms: This tool is not compatible with other spreadsheets such as Google Sheets, LibreOffice and Apple Numbers.

Personal Use Only: This spreadsheet is for personal, individual use only. Sharing, redistribution, or resale of the file is not allowed. Financial advisors must purchase a Commercial License (one advisor) or Extended Commercial License (up to 10 advisors) to use this tool with clients.

Not Financial Advice: This tool is provided for informational and educational purposes only and does not constitute financial, investment, or tax advice. Please consult a licensed professional for personalized guidance. A directory of advisors who hold a valid Commercial or Extended Commercial license for the Roth IRA Conversion Optimizer is available on the Advisor Partner Program page.

No Guarantees: While every effort has been made to ensure accuracy, I make no guarantees regarding outcomes or results. Use of this tool is at your own discretion and risk.

Digital Product Terms: Due to the nature of digital products, all sales are final. No refunds or exchanges will be issued once the file has been downloaded.