Listen "Episode J - Just For You! (Hematologists, 2 owners, 150 employees)"
Episode Synopsis
If you're a business owner and Google "qualified retirement plan", you get over 62million hits - how would you ever be able to figure out which plan is best? We'll do it for you! We take our 25+ years of experience, and let you know what's out there, the pros and cons of each, and why you may want to choose one plan over another. We also discuss using life insurance within the plan to cover part, or all, of a buy/sell for the owners.This episode uses a hematologist's office as a case study, with two owners and 150 employees. This could also apply to any other office with a similar structure - a few owners, a few other highly paid employees, and a lot of rank and file employees having different roles.Interested in seeing a proposal specifically for you and your business? Contact us at [email protected] - let's see what we can do!
More episodes of the podcast Retirement A to Z
Episode R: Retirement - what now?
19/02/2021
Episode V - Vesting and Eligibility
22/02/2020
Episode T - Types of Plans
20/02/2020
Episode S - The SECURE Act
19/02/2020
Episode P - Protection
16/02/2020
Episode K - Kids and Other Family Members
11/02/2020