Cash Balance Plans: Maximizing Client Tax Savings with David Podell

The finer details of this episode:

• Ideal clients for tax savings and retirement planning strategies, including cash balance plans
• Flexibility and tailoring of retirement plans to client's financial situation
• Maximizing contributions to reduce tax liabilities and increase retirement savings
• Strategic planning and minimizing disruption in retirement savings strategies

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• If you have questions or would like to be a guest on the show, email us at [email protected]
• Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
• https://www.linkedin.com/in/bbconsultants/
• https://businessbenefitsconsultants.com/
• https://census-form.com/tax-strategy-form/