12min chapter

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WCI #399: 529s, UTMAs, and HSAs

White Coat Investor Podcast

CHAPTER

Maximizing Benefits of Defined Benefit Plans

This chapter explores the advantages and challenges of defined benefit plans, especially for high-income earners, while providing insights on hiring family members for tax benefits. It also offers guidance on finding trusted financial service providers and navigating the implications of family employment in a business context.

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