Cash Balance Plans Explained

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Recorded02 May 2024

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481621

Show notes

Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they may be right for.

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