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ThinkAdvisor: The Do's and Don'ts of Annual Client Meetings

This week in his column for ThinkAdvisor, Joe Elsasser, CFP®, talks about a shift in the financial services industry away from focusing on products to plan-centric relationships. Annual client meetings are a great time to focus on adding value and wowing your clients. Consider this list of do’s and don’ts to make the most of  your annual client review meetings and grow your practice
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In The News

Perspectives Magazine: Trusting the Planning Process

For financial advisors, the first half of the year has included some unique challenges. Cryptocurrencies, Reddit suggestions, and other high-flyers have been tempting to some investors. They are all too eager to abandon their initial plan and move toward the exciting new opportunities. However, a look at the past year shows the planning process works, and shouldn't be abandoned. 
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ThinkAdvisor: 4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate Plans

This week in his column for ThinkAdvisor, Joe Elsasser, CFP®, talks about how some elements of President Biden's tax plan could significantly impact retirees. In the article he outlines four specific proposals that advisors should prepare for and how to plan accordingly. 
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Press Release: Covisum Launches Social Security Benefit Cut Calculators

OMAHA, Neb. –Today, Covisum®, the developer of Social Security Timing®, Tax Clarity®, SmartRisk™, and Income InSight® software solutions for financial advisors and institutions, announces the release of a new Social Security benefit cut calculator.
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Retirement Daily: Roth Conversions Could Become Even More Beneficial for Retirees

Over the past few months, the Biden-Harris administration has already made some significant changes and more could be on the horizon. Some of these plans could have a big impact on retirees, but there are both challenges and opportunities if you know where to look. Converting funds from a traditional retirement account into a Roth IRA could become even more beneficial considering new required minimum distributions (RMD) guidelines and potential tax law changes. In this Retirement Daily article, Roth Conversions Could Become Even More Beneficial for Retirees, Covisum® Founder and President, Joe Elsasser, CFP®, examines a few potential changes and planning opportunities.
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In The News

ThinkAdvisor: Taxes in Retirement, Five Things Your Clients Need to Know

This week in his column for ThinkAdvisor, Joe Elsasser, CFP®, talks about why taxes can have  significant impact on a client's retirement strategy and how advisors can add enormous value if they know where to look. In the article he outlines five considerations that might influence which accounts retirees should withdraw from at which points in retirement.
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In The News

InvestmentNews: Wealthier Clients Saving in 401(k)s May Fall Into Tax Trap

While the pandemic has caused widespread worry about retirement, many people managed to continue to contribute to their  defined-contribution plans such as 401(k)s throughout 2020. However,  contributing too much to a tax-deferred retirement account could potentially become a problem later on if taxes are increased in the future. And a tax increase seems fairly likely as President Biden's tax plan outlines several changes. This recent InvestmentNews article takes a closer look at how advisors can prepare their wealthier clients for these potential changes. Covisum Founder and President Joe Elsasser, CFP® was quoted in the article.
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