Financial Podcasts
Cash Balance Plans May Be Worth More Than You Know
Are you looking for a way to ease your tax bill and attract employees to your company?
In this episode, Tim Scannell interviews special guest Mary Stines of Crowe LLP. Mary uses her immense knowledge of taxation and years of experience to answer all of your questions about cash balance plans (CBPs). She even provides highlights from a real-life example of how a company has benefitted from this type of plan.
In this episode, you will learn:
- What a cash balance plan is
- Whether a CBP will work with your current 401(k) plan
- Whether there are restrictions or limits for CBP contributions
- As a company owner, what you need to be aware of regarding CBP
- And more!
Tune in now and learn about cash balance plans — their benefits to you may be worth more than you know.
Related: Could a Family Bank Be the Solution?
11 Most Read IRIS Articles of the Week!
America’s “Full Employment” Hides a Dirty Secret
Worried About Record Stock Prices? Invest In IPOs
The Ghost of Inflation Past, Present, and Future
Solving Your Divorce Puzzle With Forensic Accounting: Part 2
Redesigning Organisations For Positive Deviance
8 Ways to Make a Salesperson Cry
The United Nations 17 Sustainable Development Goals
How to Inoculate Yourself Against Strife
Imagine Innovating in an Unknown Landscape
-
Research14 hours agoAmerica’s “Full Employment” Hides a Dirty Secret
-
Development1 day agoAre Advisor Business Valuations Falling?
-
Advisor Marketing1 day agoGetting More Referrals by Achieving Radical Relevance
-
Development1 day agoWhy Advisors Need to Become Raving Fans for Their Clients
-
Permission to Succeed2 days agoLeveraging FinTech to Help Clients Manage Financial Wellness with Larry Shumbres
-
Forward-Looking Investing2 days agoPlan for the Next Bear Market with Market Breadth
-
Human Performance2 days agoHow Advisors Can Create a Concise Plan for Success
-
Strategies3 days agoPutting Brexit in Perspective