Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com explaining how the Tax Cuts and Jobs Act represents a relatively significant tax cut for many retirees, but there are opportunities for advisors to help clients visualize the new tax landscape and make better decisions about which income streams to use at different points in retirement.
On Friday, Joe Elsasser, CFP®, president of Covisum spoke with PLANADVISOR's John Manganaro about the tax landscape looking into 2018, the updates we've made to Tax Clarity™ and what advisors should do to make the most of the changes from the Tax Cuts and Jobs Act of 2017.
Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.
With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line.
Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.
PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.
Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, "Social Security savviness still pays off."
When readers flooded MarketWatch with questions about the Social Security claiming strategies’ deadlines, the publication relied on Social Security Timing’s David Cechanowicz for an expert answer. Read more.
Posted in In The News