This introductory webinar will explore the advantages of cash balance and defined benefit plans as tax strategies for small business owners. We’ll review the different plan options, explain how they differ from traditional retirement plans, and discuss the IRS guidelines that govern these plans. You’ll also learn about the ideal clients who can benefit from these solutions and see real-life case studies that demonstrate how to enhance your clients' existing retirement plans with additional benefits.
- Identify the types of businesses or solo proprietors who are ideal candidates for these plans
- Review the IRS guidelines surrounding cash balance and defined benefit plans
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2 Comments
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Shahnewaz Sakil
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