Join Joe Elsasser, CFP® and president of Covisum as he discusses the hot topic of taxes and retirement. Learn how the interactions of different income streams can impact the client’s effective marginal tax rate and diagnose client situations in which an additional dollar withdrawn from or contributed to a retirement account, or a capital gain harvested from a nonqualified account would have an impact far greater than their tax bracket would suggest.
Financial advisors can add significant value to their services by helping clients navigate the complexities of the changing tax landscape. Clients are concerned about the impact on their situation specifically, and whether there are better options available. Learn how to have this conversation effectively, positioning you as a go-to resource in your community for the intersection of tax and retirement planning.
Attendees will learn:
How to help clients navigate the changing tax landscape
- How different income streams can impact clients’ effective marginal tax rate
- How a withdrawal from or contribution to a retirement account can have a significant impact on retirement planning
Joe Elsasser, CFP, RHU, REBC is president of Covisum, a fintech company providing software, training, and support for financial advisors and enterprises. He is a Certified Financial Planner® and continues to work with individual clients through his own registered investment advisor firm. In 2010, Joe developed Social Security Timing® software which, since its launch, has grown exponentially, now serving over 20,000 financial advisors nationally. Through Covisum, Joe introduced Tax ClarityTM in 2016 and in early 2017, Covisum acquired SmartRisk. Based in Omaha, Nebraska, Joe co-authored “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income,” is a regular speaker at industry events, and is frequently interviewed by trade and national media.
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1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been approved. Insurance credits are not available.
Registration Fee (includes PowerPoint and access to the archived program)
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