Browse by topic
Subscribe to our blog

In The News

On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Recently Joe Elsasser, CFP®, hosted a webinar to help advisors identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions for tax-efficient planning. The webinar is now available for on-demand viewing. Watch the webinar when and where it's convenient for you. 
Read

Culture

#NebraskaStrong: Flooding in our Headquarters State

Intense Winter Storm Leads to Devastating Floods  For most of us at Covisum, we've never seen devastation from floods like we're seeing right now. In my lifetime, my basement has flooded a time or two. It's probably happened to each of the Nebraska natives who work here. I've had a swampy back yard countless times. Flash flood warnings from The Weather Channel are a norm for us in the spring. But this year is different. 
Read

Tax

Live Webinar: Tax-Efficient Planning for Baby Boomers

Sequence of Withdrawals: Tax-Efficient Planning for Baby Boomers Covisum® is hosting a free webinar on Wednesday, March 20 at 11:00 a.m. Central Time. Advisors will learn how to  identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions.
Read

In The News

Hidden Value: Tax-Savvy Tactics for Retirement Cash Flow

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he takes a closer look at the tax implications and the hidden tax-efficient planning opportunities created through interactions between various cash sources.
Read

Stay Connected

Access industry news, expert insights, best practices, free downloads and more.