Banking With Life Podcast

← Banking With Life Podcasthace 4 días · 42 min

Cash Balance Plans: Business Owner Retirement (Part 2) - Mark DiTondo - (BWL POD #0306)

Cash Balance Plans: Business Owner Retirement (Part 2) - Mark DiTondo - (BWL POD #0306)hace 4 días42 min

In this episode of the Banking With Life Podcast, James continues his conversation with his friend Mark DiTondo about cash balance plans and defined benefit plans for business owners. They discuss incorporating life insurance, planning for future healthcare expenses, and how these strategies can help business owners reduce taxes while building a safe and secure retirement. As always, we hope you enjoy the episode, and thank you for listening!

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