Tag Archives: Taxes

New Year, New Tax Laws with Ed Slott, CPA (Ep. 57)

Every time a new tax law gets introduced, it is increasingly important to understand its impact on our portfolio and, ultimately, on our taxes. 

In this episode, Ed Slott joins Brad Swineheart to navigate the ins and outs of the SECURE Act 2.0 and its role within the new tax laws rolling out this year. 

When navigating these changes, it’s common for consumers to skip over the fine print and not fully understand how their taxes will be affected. So, advisors, get ready to explore the world of taxes going into 2023 and how you can help your clients save on them.

Ed and Brad discuss: 

  • Ways the SECURE Act 2.0 is changing the regulations around RMDs
  • Why high inflation can help us save on taxes
  • What you should know about rollovers from 529 plans to Roth IRAs
  • The importance of advisors supporting and assisting clients with their planning 
  • The value of building client-advisor relationships 
  • And more!


Connect with Ed Slott:

Connect with Brad Swineheart:

About Our Guest:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Feature 2021

38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®

Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients.

In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion of assets to guarantee income.

Joe discusses: 

  • Why Social Security is a big part of ongoing client education
  • How to plan for retirement with tax uncertainty
  • How advisors can calm unwarranted alarm from clients
  • And more


Connect With Joe Elsasser CFP®:

Connect With WhiteGlove:

About Our Guest:

Joe Elsasser CFP®, developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.