Cash Balance Plans: Under-Utilized Tax Reduction Tools

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Manage episode 237897220 series 1396173
By OJM Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
OJM Group partner Jason O'Dell provides an overview of Cash Balance Plans and discusses how these modern qualified retirement plans can be a powerful way to save for retirement while reducing taxable income.

59 episodes