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    Optimizing Retirement: Navigating Tax Efficiency with Covisum's EMR Methodology

    Tax

    Optimizing Retirement: Navigating Tax Efficiency with Covisum's EMR Methodology

    In the dynamic landscape of retirement planning, the article "Managing Taxes in Retirement using the Effective Marginal Tax Rate" published in Advisor Perspectives by Dr. Wade Pfau and Joe Elsasser, CFP®, provides valuable insights into tax-efficient distribution strategies. As the founder and president of Covisum, Elsasser has played a pivotal role in developing solutions that cater specifically to Registered Investment Advisors (RIAs) who specialize in comprehensive financial planning for mass-affluent American clients in or approaching retirement age. Read on for a summary of the article.
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    Unleashing the Power of Authentic Referrals: The Covisum Advantage

    Marketing

    Unleashing the Power of Authentic Referrals: The Covisum Advantage

    At Covisum, we're in more than just the business of creating software. We are dedicated to creating the best retirement income planning platform for financial advisors and institutions. But we're also helping transform your advisory practice into a powerhouse of value and referrals. Our founder and president, a practicing financial advisor and Certified Financial Planner™, utilizes a game-changing approach in his own retirement income planning firm. Let's delve into the heart of it and see how our process can elevate your practice, too. At the core of this strategy are the "Three Wows." These pillars can elevate your practice and set you on a path to success. Let's look at each wow and how they can revolutionize your practice.
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    Enhance Retirement Income Planning with Our Morningstar® ByAllAccounts® Integration

    Fintech

    Enhance Retirement Income Planning with Our Morningstar® ByAllAccounts® Integration

    You understand the challenges of crafting personalized and effective retirement income plans for your clients. Accurate financial data is vital for making informed decisions and providing tailored advice. That's why Covisum is thrilled to announce our latest integrated solution with Morningstar® ByAllAccounts®, a leading financial data aggregation service. This integration empowers you with the tools to take your retirement income planning to the next level, delivering outstanding outcomes for your clients.
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    Maximizing Retirement Income with Covisum's Financial Planning Suite

    Retirement Income Planning

    Maximizing Retirement Income with Covisum's Financial Planning Suite

    Retirement is not simply a goal. It's a life transition. Retirement involves navigating different income streams, unique financial goals, and optimizing distribution options to maximize retirement income. At Covisum, we understand the intricacies of retirement planning and offer an integrated suite of products designed to address this unique phase in your clients' lives. Our suite of software solutions cover essential areas such as Social Security timing, income distribution, and tax efficiency, helping you deliver holistic retirement income strategies to your clients.
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    A Proven Process for Retirement Income Planning Financial Advisors

    Retirement Income Planning

    A Proven Process for Retirement Income Planning Financial Advisors

    As a financial advisor who focuses on retirement income planning, you know that delivering value to your clients is essential to your success. The market is saturated with ineffective software and tools, so how can advisors showcase the value they deliver? The most successful advisors are showcasing their value through clear reporting, high-quality service, and by demonstrating their expertise. Covisum can help.
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    Market Your Retirement Income Planning Practice [FREE TEMPLATES]

    Marketing

    Market Your Retirement Income Planning Practice [FREE TEMPLATES]

    Advisors ask me for help with marketing all the time. They want to know how to grow their businesses. Most of the time, what they really want is a quick fix, and I don't have that. But getting started in the right place can be a big help. Keep reading; you'll find free templates you can copy, paste, and edit. Feel free to use these as a launching point for your practice.
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    Roth Conversion Automation: Strategies to Differentiate Your Practice

    Webinar

    Roth Conversion Automation: Strategies to Differentiate Your Practice

    Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Then check out this on-demand webinar presented by Joe Elsasser, CFP®, Founder and President of Covisum and a practicing financial advisor.
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    How Tax Clarity Shines a Light on the Retirement Tax Landscape

    Tax Clarity

    How Tax Clarity Shines a Light on the Retirement Tax Landscape

    As a financial advisor, you know that taxes in retirement are one of your clients’ top stressors. Offering planning services that optimize your client’s tax situation is an excellent way to highlight your expertise — and it makes a compelling selling point for potential clients who are concerned about navigating the tax aspects of their retirement income planning.
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