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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, 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