Cash Balance Plans: Maximizing Client Tax Savings with David Podell

The finer details of this episode: Ideal clients for tax savings and retirement planning strategies, including cash balance plansFlexibility and tailoring of retirement plans to client's financial situationMaximizing contributions to reduce tax liabilities and increase retirement savingsStrategic planning and minimizing disruption in retirement savings strategies Episode resources: Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like t...