cash balance plan

concept
2 mentions 1 recordings first heard Sep 2025 last heard 25 Sep ↑2 vs the 12 months before

Defined benefit style retirement plan often used with 401k

Trend

mentions per week · public audio 7d30d6M12M
2 · 23 Sep SepDecMarJunnow

Peak in the week of 23 Sep — 2 mentions across 1 series.

Moments

newest first · ▶ plays the moment
Matt 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.…
· Open transcript →
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.…
· Open transcript →
All 2 moments