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.

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