2min chapter

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode