What was Old, is New Again; The Resurgence of Cash Balance Plans

Thoughts from the Ledge
17/11/2023 11 min
What was Old, is New Again; The Resurgence of Cash Balance Plans

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Episode Synopsis

Send us a textScott Albraccio and Grant Livingston from TRA  discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement.  The concept helps the purchaser pay for the company/practice without having to come up with a large lump sum of cash. 

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