August 19, 2025
Buzz Session: Optimizing Tax-Efficient Withdrawals (50 & up)
Veterans Memorial Building (VMB) • 115 E. Prospect Avenue Danville, CA 94526 Organized by TOWN OF DANVILLE
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About this event
Description
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Every year millions of Americans transition into retirement, facing one of the most critical challenges to their financial security: determining how to efficiently withdraw from their retirement accounts. With multiple account types, varying tax treatments and the need to balance current lifestyle spending with long term sustainability, creating an effective withdrawal strategy has never been more crucial-or complex.
At this workshop the presenter will equip the audience with the tools and techniques needed to address the key components of retirement distribution planning. The presentation will include: How asset location enhances asset allocation for optimal tax efficiency, how to navigate withdrawal sequencing to optimize retirement cash flow, updating asset location priority lists & asset swaps, apply other tax optimization techniques to improve client outcomes and design and implement custom withdrawal policies that align with clients' spending goals and long term wealth strategies.Guest Speaker: John Lau, CPA, CFP - Managing Director and PrincipalSponsor: Robertson Stephens, Wealth Management LLC
Age Category
Senior
Location
VMB: Community Hall C at Veterans Memorial Building (VMB)
Instructor
Town Volunteers
Age and Gender
Ages 50-255 · Co-Ed