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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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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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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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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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Tax

On-Demand Webinar: The Impact of the SECURE Act

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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In The News

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

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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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.
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Risk

Find Hidden Yardage with SmartRisk

on January 31, 2020 | By Peter Nash
"Hidden Yardage" Successful football coaches often rely on a simple statistical measure of performance known as “hidden yardage”. Simply put, it is the yardage provided by solid special teams play and execution that ultimately impacts field position. In statistical terms, if a team scores on special teams, historically they win over 70% of the time. If a team starts inside their own 20 yard line, they have a 12% chance of a touchdown. That percentage increases to 25% at the 50 yard line and so on. Clearly, hidden yardage offers an interesting metric for performance analysis and overall success. If you start every drive at midfield, it’s hard not to win.  
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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.
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