On May 26, Covisum® hosted a webinar titled, Retirement Tax Strategies for RIAs.  This recent ThinkAdvisor article 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 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 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 in its entirety.