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An Often Overlooked Tax Savings Opportunity for Small Business Owners: Defined Benefit Plans - Episode # 302
Your Life Your Wealth
English - July 30, 2021 20:18 - 29 minutes - 41.2 MB - ★★★★★ - 27 ratingsInvesting Business News finances financialplanning investing currentevents lifestyle news politics retirement stockmarket wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Most Overlooked Tax Breaks in Your Retirement Years - Episode # 301
Next Episode: CFN 2021 Mid-Year Webinar - Episode # 303
Defined Benefit Plans for small business owners represent the largest yearly retirement plan contribution option available, and likely present a significant tax savings opportunity. Steve Cordasco and CFN’s Tim Joseph, CPA, discuss Defined Benefit Plans with guest Philip Pirio, Senior Design Consultant with Dedicated Defined Benefit Services. They discuss important details of Defined Benefit Plans and the roles financial planners, CPAs, and plan administrators have in designing and implementing this often overlooked retirement plan option for small business owners.
Listening Time: 30 minutes