Join WealthVest's National Sales Manager, Charlie Yoachum, where he will walk through how you can utilize tax season to uncover more of your client's assets, positon tax deferral, and have deeper conversations surrounding retirement savings with your clients.

This webinar will feature WealthVest's 2022 1040 Tax Guide, 2022 Tax Summary, and Taxable Yield Chart. These tools help financial professionals have successful client conversations, and will feature sales ideas you can use in your practice.

With tax season here, WealthVest has recently released the 2022 1040 Tax Guide to serve as a way for financial professionals to build knowledge on using their client’s tax returns for deeper planning conversations. It will go through individual entry sections on the 1040 form that can reveal information on clients’ financial profiles. It can be used to lessen their tax burden, uncover planning opportunities, and help financial professionals know more about their clients’ investments.

WealthVest has released their updated 2022 Tax Summary as a reference of all the IRS information financial professionals and their clients need to have a successful tax year. Included for both 2021 and 2022 is – Standard Deduction amounts, Phase-out income limits, Social Security Info, Social Security COLA Adjustments, Uniform Lifetime and Life Expectancy tables, Retirement Contribution limits and income phase outs, tax credit info and marginal tax rates.