Episode 101: What are Cash Balance Plans?

Coffee with Coker

内容由Coker提供。所有播客内容（包括剧集、图形和播客描述）均由 Coker 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

2+ y ago 54:14

MP3•单集首页

Mark Massey, a vice president with the Southern Medical Association Services, Inc., joins Mark Reiboldt to explore the concept of cash balance plans for medical practices. Mark explains cash balance plans, who is a prospect for cash balance plans, and how they work.

Podcast Information

Follow our feed in Apple Podcasts, Google Podcasts, Spotify, Audible, or your preferred podcast provider. Like what you hear? Leave a review!

We welcome all feedback from our listeners. Email us questions on any of the topics we discuss or questions about issues that interest you. You can also provide recommendations on matters for future episodes.

Please email us: feedback@cokergroup.com
Connect with us on LinkedIn: Coker Group Company Page
Follow us on Twitter: @cokergroup
Follow us on Instagram: @cokergroup
Follow us on Facebook: @cokerconsulting

Episode Synopsis

A Cash Balance plan is a type of retirement plan that allows business owners to contribute over $200,000 per year in many cases. Contribution limits are based on the age of the owner. The plan is entirely employer-funded, and the plan clearly defines the contribution/benefit formula for participants.

A Cash Balance Plan takes advantage of a business expense that an owner can keep, deduct from profits, and let grow tax-deferred. Owners can fund a sizable portion of retirement savings using money they would have paid in taxes.

Click to listen to the episode.

Extras

127集单集