Taxes are a major part of retirement income planning. Ignoring the importance of retirement tax strategies surrounding Social Security benefits, investment accounts, Roth conversions, and more can leave clients at a disadvantage when creating an effective retirement tax strategy.
“The Financial Advisor’s Guide to Taxes” explores the impact of various retirement tax strategies and how they can affect retirement income.
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"Covisum’s trilogy of tools (SmartRisk™, Tax Clarity® and Social Security Timing®) have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients."