Cash Balance Plans Explained
Your Life Simplified: A Financial & Wealth Management Podcast
English - May 02, 2024 12:00 - 15 minutes - 37.8 MB - ★★★★★ - 54 ratingsInvesting Business Education How To 401k estateplanning finance financialadvice ira insurance investmentstrategy mwa mariner retirement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they may be right for.