Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    Hidden Value: Tax-Aware Retirement Planning Is Not ‘Tax Advice’

    In The News

    Hidden Value: Tax-Aware Retirement Planning Is Not ‘Tax Advice’

    This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, discusses the difference between tax-aware retirement planning and "tax advice," and why advisors can, and should, talk taxes with clients.
    Read
    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    Marketing

    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    It's one thing to hear Covisum tell you how great Tax Clarity® is, but wouldn't it be helpful to hear directly from another advisor who is using it in their practice? Watch this webinar presented by Tax Clarity subscriber David Lloyd, CFP® and Covisum® Founder and President, Joe Elsasser, CFP® to see a case study highlighting some real-life opportunities for clients through Roth conversions.
    Read
    Hidden Value: Are Your Clients Buckled Up for Market Chaos?

    In The News

    Hidden Value: Are Your Clients Buckled Up for Market Chaos?

    This week, Joe Elsasser, CFP®, discusses market volatility and how the right conversations about market risk can help your clients see the full picture and avoid making rash decisions in his Hidden Value column for ThinkAdvisor.
    Read
    FinPlan Friday: Give Retirement Advice That is Tax-Sensitive

    Tax

    FinPlan Friday: Give Retirement Advice That is Tax-Sensitive

    Tax-Aware Retirement Advice Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic entirely out of fear violating federal regulations or industry standards that limit who can provide "tax advice." Lumping anything tax-related into "tax advice," however, is a disservice to the client. Learn how to give retirement advice that is tax-sensitive without crossing the line into tax advice in our FinPlan Friday discussion with Joe.
    Read
    A Recap of the 2020 T3 Advisor Conference

    In The News

    A Recap of the 2020 T3 Advisor Conference

    The Covisum team recently returned home after spending a week in warm, sunny San Diego, CA for the 2020 T3 Advisor Conference. T3 creates space for innovation and collaboration with some of the best and brightest in fintech. It’s a great place to see the innovations from other financial technology companies, find opportunities to collaborate, meet with early tech adopters, and release exciting news. Here's a quick recap of all the Covisum news from the conference.
    Read
    On-Demand Webinar: The Impact of the SECURE Act

    Tax

    On-Demand Webinar: The Impact of the SECURE Act

    on February 14, 2020 | By Lauren Laferla, Director of Communications
    The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) offers significant changes for retirees. For instance, The age for required minimum distributions has been changed from 70½ to age 72. IRA contributions are no longer capped by age. The stretch IRA has now been limited to 10 years. Recently, Covisum® Founder and President, Joe Elsasser, CFP®, hosted a webinar to help advisors learn how you can capitalize on this opportunity. The webinar is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
    Read
    Hidden Value: Avoid the SECURE Act's Long-Term Tax Traps

    In The News

    Hidden Value: Avoid the SECURE Act's Long-Term Tax Traps

    on February 10, 2020 | By Lauren Laferla, Director of Communications
    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the tax implications of the SECURE Act.
    Read
    FinPlan Friday: The Savers Credit & The SECURE ACT

    Tax

    FinPlan Friday: The Savers Credit & The SECURE ACT

    The Saver's Credit The Saver's Credit has become more important following the passage of the SECURE Act, because now you are able to continue to contribute to a traditional IRA even after age 70 ½. Learn more about the Saver's Credit this week in our FinPlan Friday discussion with Joe.
    Read
    The Extinction of the Nest Egg: Q&A

    Free Download

    The Extinction of the Nest Egg: Q&A

    We sat down with Covisum Founder and President Joe Elsasser, CFP®, the author of, “The Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach," to ask a few questions about his newly released white paper.
    Read

    Stay Connected

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

    444 Regency Parkway Dr. Suite 201 Omaha, NE 68114
    Contact Us

    © 2010 – 2024 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy