Description

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