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Retirement taxes are not for sissies

Opportunities abound for advisers schooled in tax-efficient withdrawals

Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt:

"Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming strategies and tax-efficient withdrawals."

Read the full article.