AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
9min chapter
Cash Balance Plans: Maximizing Client Tax Savings with David Podell
The Modern CPA Success Show
Flexibility and Tailoring of Cash Balance Plans
The chapter delves into the flexibility of actuarial designs for cash balance plans, highlighting how they can be tailored to individual client needs. It emphasizes the importance of finding the best fit for each client by customizing contribution amounts each year based on their financial situation. The complexity of cash balance plans, distribution of funds among team members, and the benefits of having such plans are also discussed.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode