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Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners
Guest Expert: Larry Blades, Oakwood Summit
Date:
Attendee's Excellent Rating: 92%
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

Attendees 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.

missy@financia…

Wed, 04/23/2025 - 12:45

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.
Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners 04-23-2025