Live Webinar: Tax-Efficient Planning for Baby Boomers

Lauren Laferla, PR & Content Marketing Manager
March 12, 2019

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. 

Learning Points

  • 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.

Register Now

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Posted by Lauren Laferla, PR & Content Marketing Manager
Lauren is a content marketing enthusiast with a love for storytelling - on camera, in writing, and through others. She has a robust communications background that includes: public relations, content creation, internal communications, digital marketing, and copy editing. Driven and motivated, Lauren holds a bachelor's degree in English and is an avid reader.