--- title: "ThinkAdvisor: How to Help Retirees Avoid Tax Traps in Social Security, Capital Gains" description: This recent ThinkAdvisor article recaps retirement tax strategies from a recent webinar. image: https://www.covisum.com/hubfs/GettyImages-160913952.jpg --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # ThinkAdvisor: How to Help Retirees Avoid Tax Traps in Social Security, Capital Gains [IN THE NEWS  |  ](https://www.covisum.com/press/tag/in-the-news)Jun 1, 2022 4:32:52 PM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/press/author/lauren-laferla-pr-content-marketing-manager) On May 26, Covisum® hosted a webinar titled, *Retirement Tax Strategies for RIA*s.  This recent [ThinkAdvisor article](https://www.thinkadvisor.com/2022/06/01/how-to-help-retirees-avoid-tax-traps-in-capital-gains-social-security/) recaps the webinar's tips for helping clients take advantage of tax-saving opportunities and avoid unnecessary taxes in retirement.    > "An [Orion study recently found](https://www.thinkadvisor.com/2021/11/17/clients-want-tax-smart-advice-and-most-arent-getting-it-orion/) 80% of investors believe their advisors should focus on minimizing their tax obligations, especially for clients in retirement, said Joe Elsasser, Covisum founder and president, during a recent [webinar](https://www.covisum.com/en/on-demand-retirement-tax-strategies-for-rias?utm_campaign=RIA%20campaign&utm_medium=email&_hsmi=214435702&_hsenc=p2ANqtz-_qsAqIH0vkjHeWHn7EKzTD3GbkdST0tojepyKGiVvWWjhPKWqWOTVGvhRulIxaOzQGhV1-j22hSEKTE9h1RYcahKZBTQ&utm_content=214435702&utm_source=hs_email) that focused on retirement tax strategies for RIAs. > > With that in mind, he began by reviewing Social Security taxation, which he said should be a first step for advisors. He also discussed capital gains taxes and Roth conversions, among other areas where taxes can get tricky." Read the [ThinkAdvisor article](https://www.thinkadvisor.com/2022/06/01/how-to-help-retirees-avoid-tax-traps-in-capital-gains-social-security/) in its entirety.  ### Share this article [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fpress%2Fthinkadvisor-how-to-help-retirees-avoid-tax-traps-in-social-security-capital-gains%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fpress%2Fthinkadvisor-how-to-help-retirees-avoid-tax-traps-in-social-security-capital-gains%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fpress%2Fthinkadvisor-how-to-help-retirees-avoid-tax-traps-in-social-security-capital-gains%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fpress%2Fthinkadvisor-how-to-help-retirees-avoid-tax-traps-in-social-security-capital-gains%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=ThinkAdvisor%3A%20How%20to%20Help%20Retirees%20Avoid%20Tax%20Traps%20in%20Social%20Security%2C%20Capital%20Gains) ## Recent articles [ ### In The News CNBC: Social Security cost-of-living adjustment will be 8.7% in 2023, highest increase in 40 years Read ](https://www.covisum.com/press/cnbc-social-security-cost-of-living-adjustment-will-be-8.7-in-2023) [ ### In The News The Street: Expert Advice on Social Security's 8.7% COLA Read ](https://www.covisum.com/press/the-street-expert-advice-on-social-security-cola) [ ### In The News CNBC: Will My Social Security Be Enough? 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