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Live Webinar: Wednesday, March 20 at 11 a.m. CT 

Sequence of Withdrawals 

Tax-Efficient Planning for Baby Boomers 

Your clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Help your clients account for life expectancy, tax efficiency and sequence of withdrawals. Join Joe Elsasser, CFP®, President of Covisum®, on March 20 at 11:00 a.m. Central Time for this timely, free webinar to help you optimize year-end tax opportunities for your clients.

In this webinar you will learn:

  • How to identify future tax issues 
  • How to optimize Social Security and not end up with a tax torpedo
  • Why Roth conversions may help
  • Considerations for tax-efficient harvesting patterns