Skip to main content
Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners
92% Rating
Bookmark
Larry BladesGuest Expert: Larry Blades, Oakwood Summit

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...

Trusted by 1000+ Financial Advisors

Unlock Unlimited Expert Webinars

Get Full Access to 100+ Sessions at $19/month

Subscribe Now

Discussions & Comments

missy@financialexpertsnetwork.com 11 months 2 weeks ago
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.

missy@financia…

Wed, 04/23/2025 - 12:45

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.

Search Webinars, Sessions, and More

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.