Retirement Tax Services Podcast cover image

Tax thoughts for buying a practice with Jonathan Bird

Retirement Tax Services Podcast

CHAPTER

The Importance of Asset Location and Spending Withdrawal Order in Tax Planning

Jonathan, I get a lot of questions from listeners about, okay, but how does this stuff work in practice? Like asset location, I think you're right that it's overlooked and how it's executed. Super overlooked but can definitely save money on taxes every year And then spending withdrawal order, just kind of optimizing for whatever their withdrawal rate is. Just figuring out where we can pull from to minimize their lifelong taxes.

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