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006 | Business Owner Retirement Plans: A Deep Dive into Level 2 Tax Planning with Bruce Gendein
Manage episode 395636620 series 3550022
Patrick Lonergan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Patrick Lonergan 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Have you ever wondered how a Cash Balance Plan can help reduce your tax burden while supercharging your retirement savings?
In this episode of the Vital Strategies podcast, we welcome Bruce Gendein, an expert in maximizing retirement plans for business owners. Bruce's decades of experience in level 2 tax planning shine through as he explores the flexibility of Cash Balance Plans.
In our conversation, Bruce provides innovative solutions for business owners, aiming to both minimize tax liabilities and build wealth efficiently. This episode is a valuable resource for business owners and those interested in tax-efficient financial planning, offering insights that could potentially save hundreds of thousands of dollars in taxes.
Key Takeaways:
- Utilizing a cash balance plan
- Running calculations to demonstrate the workings of cash balance plans
- Asset protection
- Reaching the maximum benefits within a plan
Resources:
Submit questions to the podcast
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Credits:
Sponsored by Vital Wealth
Music by Cephas
Produced by BrightBell Creative
Research and copywriting by Victoria O'Brien
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