Using a Cash Balance Plan to Save Large Pre-Tax Dollars
Using a Cash Balance Plan to Save Large Pre-Tax Dollars Let’s start with the basics: A cash balance plan is a defined benefit plan. It’s a little different from what a traditional one is where you put money into a plan and at the end of the day, when you get to retirement age, you […]
Using a Cash Balance Plan to Save Large Pre-Tax Dollars with David Yackel (Ep.121)
A Cash Balance Plan allows you to put away larger amounts than a traditional defined contribution retirement plan. In this episode, Larry Heller, CFP®, is joined by David Yackel from Pension Review Services to talk about all things cash balance planning. Listen to the Audio Version Watch the Video Version https://youtu.be/XzNSbSNOQRE David discusses: How a cash […]