cash balance plan
concept
2 mentions
1 recordings
first heard Sep 2025
last heard 25 Sep
↓2 vs the 6 months before
Defined benefit style retirement plan often used with 401k
Trend
No mentions in the last 6M.Widen the range to see when cash balance plan was said.
Moments
newest first · ▶ plays the momentMatt RuttenbergThe Optometry Money Podcast · Profit Sharing Demystified: How Optometry Practice Owners Ca... · 33:40 · 25 Sep
…The cash balance plan is really a more formal.…
Evon MendrinThe Optometry Money Podcast · Profit Sharing Demystified: How Optometry Practice Owners Ca... · 32:09 · 25 Sep
…Tell us about a cash balance plan and how that might fit in with the profit sharing.…
All 2 moments