Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners
Guest Expert: Larry Blades, Oakwood Summit
Date:
Webinar Replay Description
This webinar, led by Larry Blades, provided an in-depth overview of Cash Balance Plans, highlighting their benefits, regulatory requirements, and implementation strategies for maximizing retirement savings and tax deductions. Attendees gained practical insights through real-world case studies, equipping them to advise clients on the suitability of these plans in advanced financial planning.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Excellent discussion of the soup to nuts of cash benefit plans.
- Michelle F.
I didn't know they were so tax-advantaged and flexible. Great info, great coverage, well-informed to answer detailed questions.
- Lois B.
I learned that you could include employee spouse and match contribution.
- Josette R.
Excellent discussion of the soup to nuts of cash benefit plans.
- Michelle F.
I didn't know they were so tax-advantaged and flexible. Great info, great coverage, well-informed to answer detailed questions.
- Lois B.
I learned that you could include employee spouse and match contribution.
- Josette R.
Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners 04-23-2025
Attendees Comments:
Excellent discussion of the soup to nuts of cash benefit plans.
- Michelle F.
I didn't know they were so tax-advantaged and flexible. Great info, great coverage, well-informed to answer detailed questions.
- Lois B.
I learned that you could include employee spouse and match contribution.
- Josette R.