Cash Balance Plans & Tax-Efficient Retirement Planning (Part 1) - Mark DiTondo - (BWL POD #0305)

In this episode of the Banking With Life Podcast, James sits down with his friend Mark DiTondo, who brings 38 years of experience in retirement planning, to discuss cash balance plans and defined benefit plans for business owners. They explore how these plans can create significant tax deductions, provide secure retirement income, incorporate life insurance, and even assist with business succession planning. As always, we hope you enjoy the episode, and thank you for listening!

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