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.
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