Updated Tuesday, July 29, 2014 as of 2:55 PM ET
Tax & Income Strategies for Older Clients
Tuesday, April 29, 2014
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When 60% of your clientele is retired, you donít have a standard financial planning practice. Instead of helping clients build their assets, Jean-Luc Bourdon spends a good deal of his time trying to come up with the most tax-efficient withdrawal strategies.

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