FinTech Showcase

Max the Bracket

Presenter(s)

• JE

  Joe Elasser, CFP®

  Covisum

Many clients believe they will fall into a certain tax bracket when they retire. However, interactions between different income types can push them into a higher tax bracket and create some costly surprises. In this presentation, Joe Elsasser, CFP®, will show you how to identify these unique interactions and how they can create opportunities to add dollars to a retirement strategy.