--- title: NEW “Taxes in Retirement” Marketing Kit description: We are giving our Tax Clarity® subscribers a free marketing kit. image: https://www.covisum.com/hubfs/Blog_Images/Blogging/_3-Marketing-Automation-Tools-That-Cut-the-Noise-and-Signal-Performance-6.jpg --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # NEW “Taxes in Retirement” Marketing Kit [MARKETING  |  ](https://www.covisum.com/blog/topic/marketing)4/15/20 8:15 AM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager) ### You’ve got retirees to help—we’ve got you! We know that times are really tough for a lot of people, especially our older population. That’s why we are giving our [Tax Clarity®](https://www.covisum.com/tax-clarity) subscribers  some new resources for free. We've created an extensive marketing kit with downloads, templates and videos to help you communicate with clients and prospects.  ![getting started with the taxes in retirement marketing kit_FINAL](https://play.vidyard.com/vz9XE2U9EaA5zZVogy1RkT.jpg?) ## What is in the Marketing Kit for Covisum Tax Clarity Subscribers? ### Quick Start - Download: Marketing Starter Kit - On-Demand Video Series: “Taxes in Retirement” - Download: Event Marketing 101: Facebook Event Marketing  - Download: Consumer-Facing Social Media Graphics ### Videos - Video: How to Find the Taxes in Retirement Seminar - Video: Preparing for a Seminar ### Email Marketing - Email marketing Seven Tips to Help You Master Email Marketing - Download: Post event email template - Download: Post-Event Follow-Up Email Sequence Template ### Downloads - Download: Taxes in Retirement Talking Points - Download: The Advisor’s Guide to Persona Development - Download: The Financial Advisor’s Guide to Lead Generation - Download: Seminar Checklist - Download: Sample Report - Download: First Meeting Document Checklist - Download: Initial Consultation Letter ### Blog Posts - Blog post: Social Media Marketing: [Reaching Retirees on Social Media](https://www.covisum.com/blog/reaching-retirees-on-social-media) - Blog post: [Financial Literacy Month: Hosting Educational Seminars](https://www.covisum.com/blog/financial-literacy-month-hosting-educational-seminars) - Blog post: [How to Effectively Market Your Seminars with Direct Mail ](https://www.covisum.com/blog/how-to-effectively-market-your-seminars-with-direct-mail) - Blog post: [How to Harness the Power of Educational Seminars](https://www.covisum.com/blog/harness-the-power-of-educational-seminars) - Blog post: [These 4 Tips Will Make Planning Your Next Seminar Easy](https://www.covisum.com/blog/these-4-tips-will-make-planning-your-next-seminar-easy) - Blog post: [Seminar Best Practices](https://www.covisum.com/blog/10-seminar-presentation-best-practices) To access your exclusive “Taxes in Retirement” marketing kit, you will need to register and sign in with an email and password. Tax Clarity subscribers will receive a registration email.  Given the recent market volatility, [Roth conversions](https://www.covisum.com/knowledge-base/does-tax-clarity-identify-roth-conversion-opportunities) are particularly valuable right now. Tax Clarity can help you identify these opportunities for your clients. The last thing anyone wants to do is un-retire.  Remind your clients:  1. Roth conversions can be especially advantageous, because the growth comes back tax-free. 2. Doing Roth conversions can spread out the tax liability earlier in retirement. 3. Right now, there are no required minimum distributions under current rules for Roth IRAs, so it’s a good time to consider accelerating off Roth IRA and Roth conversions.  Not a Tax Clarity subscriber? You can try the software for free for 10 days, no credit card required.  [![Start my free trial of Tax Clarity](https://no-cache.hubspot.com/cta/default/2755909/9523491e-f504-4019-b49e-e617b46ab22d.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/9523491e-f504-4019-b49e-e617b46ab22d)   ### Share this article [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fnew-taxes-in-retirement-marketing-kit%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fnew-taxes-in-retirement-marketing-kit%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fnew-taxes-in-retirement-marketing-kit%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fnew-taxes-in-retirement-marketing-kit%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=NEW%20%E2%80%9CTaxes%20in%20Retirement%E2%80%9D%20Marketing%20Kit) [![Share on Pinterest](https://static.hubspot.com/final/img/common/icons/social/pinterest-24x24.png)](http://pinterest.com/pin/create/button/?url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fnew-taxes-in-retirement-marketing-kit%3Futm_medium%3Dsocial%26utm_source%3Dpinterest&media=http%3A%2F%2Fcdn1.hubspot.com%2Fhub%2F158015%2F305390_10100548508246879_837195_59275782_6882128_n.jpg) [![Share on Email](https://static.hubspot.com/final/img/common/icons/social/email-24x24.png)](mailto:?subject=Check%20out%20https%3A%2F%2Fwww.covisum.com%2Fblog%2Fnew-taxes-in-retirement-marketing-kit%3Futm_medium%3Dsocial%26utm_source%3Demail%20&body=Check%20out%20https%3A%2F%2Fwww.covisum.com%2Fblog%2Fnew-taxes-in-retirement-marketing-kit%3Futm_medium%3Dsocial%26utm_source%3Demail) ## Related Blog Articles [ ### Marketing Live Webinar: Navigating Multiple Retirement Income Streams Read ](https://www.covisum.com/blog/marketing-your-retirement-planning-practice-0) [ ### Retirement Income Planning A Proven Process for Retirement Income Planning Financial Advisors Read ](https://www.covisum.com/blog/covisums-proven-process-for-financial-advisors-who-focus-on-retirement-income-planning) [ ### Social Security Are Your Social Security Recommendations Influenced by Bias? Read ](https://www.covisum.com/blog/are-your-social-security-recommendations-influenced-by-bias) [See All Articles](https://www.covisum.com/blog) ## Covisum’s ecosystem of solutions can help you grow. [Sign Up Free](https://idp.socialsecuritytiming.com/register) ## Stay Connected Access industry news, expert insights, best practices, free downloads and more. [![Logo-White-Stacked](https://www.covisum.com/hs-fs/hubfs/Logo-White-Stacked.png?width=124&height=146&name=Logo-White-Stacked.png "Logo-White-Stacked")](https://covisum.com) 444 Regency Parkway Dr. Suite 201 Omaha, NE 68114 - - - - Read Reviews of Our Solutions In: [![Footer Capterra Logo](https://www.covisum.com/hubfs/Capterra_logo%20(1).svg) ](https://www.capterra.com/p/203728/Tax-Clarity/reviews/)[![Footer G2 Logo](https://www.covisum.com/hubfs/logo-g2.png) ](https://www.g2.com/search?utf8=%E2%9C%93&query=covisum) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503962.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLFT5maLYzEa0mVlWqXS2sXJuu3PUR%2BHWjl%2BKxEEiTYprM8cRAC2DfyFkO44wJB7h2XcbHY50QMPIUYI38%2FOaUSoG2lBAKaYYhi2T25G%2BIDHCQSz5PihlpJu03LzC6BcVL9hIgYEYjYoTb%2BK6wpAeZ1Ua3I6VVjo3MhaKan2SWEKIE%3D&webInteractiveContentId=193539503962&portalId=2755909) [![SOC 2 T2 Logo](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503801.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKzYdlCjY9wqniPYDjeR2TBZ9c7rGqaWKEck0D70GgsGOWD68L47TBReIabO7W%2FOWNPyTbzX0%2BHOEd8Fz0XoHLqbFnMadDEbGAU7a1V%2BBAX%2FlfrX12HjzrJRUEMunoagIHHPi83xUD8pncQxBsZD%2FHjH%2Bah3DLxhXzueCqQ3j8ryEYv15KUkjTqBbsJEMr4dJf0n0cf&webInteractiveContentId=193539503801&portalId=2755909) © 2010 – 2026 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](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Lauren Laferla, Director of Communications", "url" : "https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager" }, "dateModified" : "2022-03-22T12:03:53.071Z", "datePublished" : "2020-04-15T13:15:00.000Z", "headline" : "NEW “Taxes in Retirement” Marketing Kit", "image" : [ "https://www.covisum.com/hubfs/Blog_Images/Blogging/_3-Marketing-Automation-Tools-That-Cut-the-Noise-and-Signal-Performance-6.jpg" ], "mainEntityOfPage" : { "@id" : "https://www.covisum.com/blog/new-taxes-in-retirement-marketing-kit", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.covisum.com/hubfs/Covisum-Logo-Grey.png" }, "name" : "Covisum LLC" } } ```