Webinar Replay

Tax Planning
Financial Planning
Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
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Joe ElsasserGuest Expert: Joe Elsasser, CFP,

Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit. Many have income from Social Security or pensions as well...

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Discussions & Comments

Missy Davis 3 years 6 months ago
A few comments from listeners:
Really clear illustration of the tax torpedo. The software used to illustrate the effects of different strategies on retirement was great!
- Jason L.

I believe I've attended a previous session by this presenter, and he reinforces the importance of considering the tax effect of various retirement income/withdrawal strategies when attempting to help clients optimize them.
- Michael D.

Excellent presentation Tom...Joes is very good and thanks much.
- Will R.

I always thought the Tax Torpedo was the Medicare Rate penalty; not Income & Cap Gains taxes! Great speaker and great product!
- John O.
A few comments from listeners:
Really clear illustration of the tax torpedo. The software used to illustrate the effects of different strategies on retirement was great!
- Jason L.

I believe I've attended a previous session by this presenter, and he reinforces the importance of considering the tax effect of various retirement income/withdrawal strategies when attempting to help clients optimize them.
- Michael D.

Excellent presentation Tom...Joes is very good and thanks much.
- Will R.

I always thought the Tax Torpedo was the Medicare Rate penalty; not Income & Cap Gains taxes! Great speaker and great product!
- John O.

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Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit. Many have income from Social Security or pensions as well. When you consider all of the different factors, creating a smart retirement strategy can get complicated. The right tech can make it easier. Join Joe Elsasser, CFP, to learn how technology can help you demonstrate the value of a smart Social Security claiming decision, how to avoid the dreaded "tax torpedo" and other tax traps, which account to withdraw from and when and how a retirement strategy will be impacted by various stressors like inflation or a long-term care need.