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Covisum

Covisum

9 | Follower

Economy

Covisum

28.08.2025

Why Effective Marginal Rate Planning Matters Even More Under OBBBA

Learn how EMR-based planning helps advisors navigate OBBBA’s new tax rules, reduce client taxes, and improve retirement income strategies.

Covisum

10.10.2025

OBBBA Insights for Advisor Study Groups

Learn how the One Big Beautiful Bill Act impacts retirement planning. Invite Joe Elsasser, CFP®, to bring expert insight to your advisor study group.

Covisum

25.10.2025

Reflecting on Covisum MEET 2025

Covisum MEET 2025 highlighted key insights in retirement income planning with thought leaders focusing on time, taxes, and transformation for advisors and clients alike.

Covisum

25.10.2025

2026 at a glance: What’s changing?

The SSA announced a 2.8% COLA for 2026. See key updates to taxable earnings, income thresholds, and why Social Security remains a unique retirement asset.