When 60% of your clientele is retired, you don’t 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.

“I’ve had to train my clients that it’s not a matter of whether you [always] withdraw from taxable accounts or tax-deferred accounts,” he says. “The right answer is the one that results in the most money in your pocket.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access