Optimizing Tax-Efficient Withdrawals

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