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.”

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