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    NEW “Taxes in Retirement” Marketing Kit

    Marketing

    NEW “Taxes in Retirement” Marketing Kit

    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® 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.
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    FinPlan Friday: Tax Techniques for Down Markets

    In The News

    FinPlan Friday: Tax Techniques for Down Markets

    Planning Options in a Down Market Now that we’re in a bear market, there are a few techniques advisors can use to alleviate the burden on clients. Roth conversions are going to be particularly valuable because the funds will recover tax-free. Doing Roth conversions can spread out the tax liability earlier in retirement. 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. Learn more about the best tax techniques for down markets in our FinPlan Friday discussion with Joe.
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    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.
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    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.
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    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.
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    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.
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    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.
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    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.
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    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.
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