Video Tutorials

Note: These videos were created with the old Forecaster3 program, so some small details may be different, but the procedures are still the same. These will still help you getting started.

How To Create A Plan

An introductory walkthrough (16 min)

Demo of traditional IRA conversions to Roth IRAs

Roth conversion rollovers (19 min)

(The demo's plan file is included in the Samples folder of files downloaded with the Forecaster4 program. Named: "sample- roth rollover conversion demo".)