Covisum Resources for Financial Advisors

Retirement Tax Strategies During an Economic Downturn

Written by Lauren Laferla, Director of Communications | Nov 16, 2022 4:07:48 PM

 Many retirees are nervous about recent economic uncertainty. This 50-minute webinar covers the various tax strategies advisors can use to help their clients during a market downturn including Roth conversions, repositioning accounts for future tax efficiency, aligning household risk to withdrawal strategies, establishing a new withdrawal pattern, and harvesting losses.