On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

Lauren Laferla, PR & Content Marketing Manager
March 26, 2019

Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Recently Joe Elsasser, CFP®, hosted a webinar to help advisors identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions for tax-efficient planning. The webinar is now available for on-demand viewing. Watch the webinar when and where it's convenient for you. 

In this webinar you will learn:

  • How to identify future tax issues 
  • How to optimize Social Security and avoid a tax torpedo
  • Why Roth conversions may help
  • What to consider for tax-efficient planning and harvesting patterns

Our new retirement planning platform, Income InSight™, will help you quickly and easily show the impact of different decisions within a client’s financial plan. The platform resolves conflicts commonly seen between loosely-integrated planning tools, and deeply integrates with Covisum’s other tools: Social Security Timing®, Tax Clarity®, and SmartRisk™, to provide clients with a clear vision of their retirement. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.

Watch 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.