When 60% of your clientele is retired, you dont 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.
Ive had to train my clients that its 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.
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