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ThinkAdvisor: 4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate Plans

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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

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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

In The News

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

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

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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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Podcast: Joe Elsasser on FSPtalks

In The News

Podcast: Joe Elsasser on FSPtalks

on February 23, 2021 | By Lauren Laferla, Director of Communications
Covisum Founder and President, Joe Elsasser, CFP®, was recently a guest on the FSPtalks podcast. He spoke with host David Maola about leadership, risk taking, and the future of financial technology. You can listen here. FSPtalks brings together influential leaders across the financial services industry for enlightening conversations on leadership. This podcast is brought to you by FSPgo.
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ThinkAdvisor: The 2 Things Your Clients Need to Know About Life Insurance

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ThinkAdvisor: The 2 Things Your Clients Need to Know About Life Insurance

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about the benefits of clearly explaining two concepts in permanent life insurance policy design — funding level and growth potential. These two basic levers are easy for clients to understand and can readily help advisors explain why one policy type or structure would be a better fit for a client’s goals than another structure.
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Perspectives Magazine: Accommodating Post-Pandemic Consumers

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Perspectives Magazine: Accommodating Post-Pandemic Consumers

Financial services are an increasingly tech-driven industry. As a financial advisor moving into 2021, technology will be your foundation for reaching new clients and retaining your existing ones. Being able to demonstrate value virtually has become fundamental to not only growth, but customer retention. The new digital approach to consumer decision-making may be overwhelming to financial advisors who have long relied on traditional methods of attracting new customers.
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