Call us: 402.235.4500
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
Address

444 Regency Parkway Dr. Suite 201 Omaha, NE 68114
Mail

sales@covisum.com
help@covisum.com
Telephone

877.844.7213
Covisum

© 2010 – 2025 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide.

Privacy Policy