--- title: "On-Demand Webinar: Tax-Efficient Planning for Boomers" description: "On-Demand Webinar: Tax-Efficient Planning for Boomers" --- [![5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm](https://www.covisum.com/hs-fs/hubfs/5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm.png?width=251&height=44&name=5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm.png "5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm")](http://covisum.com) ** Call us: [402.235.4500](tel:4022354500) ##### FREE On-Demand Webinar # Tax-Efficient Planning for Baby Boomers Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Watch [Joe Elsasser](https://www.covisum.com/about), CFP®, discuss how to identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions.  ## In this webinar you will learn: - How to identify future tax issues  - How to optimize Social Security and not end up with a tax torpedo - Why Roth conversions may help - What to consider for tax-efficient harvesting patterns ![11730-hero4-blog-1](https://www.covisum.com/hs-fs/hubfs/11730-hero4-blog-1.png?width=1084&name=11730-hero4-blog-1.png) ![Address](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/map25-redish.png) 444 Regency Parkway Dr. Suite 201 Omaha, NE 68114 ![Mail](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/envelope4-green.png) [sales@covisum.com](mailto:sales@covisum.com) [help@covisum.com](mailto:help@covisum.com) ![Telephone](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/telephone65-blue.png) [877.844.7213](tel:877.844.7213) - [**](https://www.facebook.com/covisum/) - [**](https://twitter.com/covisum) - [**](https://www.linkedin.com/company/covisum) - [**](https://www.youtube.com/channel/UCcpqTvwn5xagflw-Y3_8qdQ) ![Covisum](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/covisumWhiteShadow5.png) © 2010 – 2026 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. [Privacy Policy](https://www.covisum.com/privacy-policy/)