IN THE NEWS | Jun 1, 2022 4:32:52 PM | by Lauren Laferla, Director of Communications
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.
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