Listen "Episode C - Common Ownership"
Episode Synopsis
Episode C focuses on ownership, and how it impacts qualified plan design. What if you own 2 companies outright? What if you only own part? What if the other owner is your spouse? We break it down for you, to give you the gist without being overwhelmed.
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Episode S - The SECURE Act
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Episode P - Protection
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Episode K - Kids and Other Family Members
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