|Event Date||Tue Sep 28 EDT (9 months ago)|
As the year comes to a close, financial advisors should watch for potential tax opportunities–especially for clients in or nearing retirement. You have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Join Covisum founder and president, Joe Elsasser, CFP, for a 60-minute webinar on end-of-year tax considerations.
You Will Learn:
• Easy ways to identify and prioritize tax inefficiencies in a client’s retirement income strategy
• Which tax techniques are most effective for retirees
• How to communicate the value of tax-efficient retirement advice
Managing Partner, Sequent Planning LLC