Cash Balance Plans: The key to tax savings for business owners | The Next Level Podcast

The Next Level Advisor
16/05/2024 19 min
Cash Balance Plans: The key to tax savings for business owners | The Next Level Podcast

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Episode Synopsis

Tom Worthington has worked with countless advisors and business owners to help them save on taxes. Today, he shares some key insights into one of the most valuable strategies he employs: cash balance plans. Both advisors and business owners will walk away from this conversation understanding why cash balance plans are such a powerful tool for tax savings.

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