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.
Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Join Joe Elsasser, CFP®, President and Founder of Covisum for this free webinar and discover how you can help clients account for life expectancy, efficiency and sequence of withdraws.
How to identify future tax issues
How to optimize Social Security and not end up with a tax torpedo
Why Roth conversions may help
What to consider for tax-efficient harvesting patterns
Learn all of this and more during this live webinar. Following the presentation, we will have 10-15 minutes for questions and answers. Register now.