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Cash Balance Plans: Good, Bad, or Ugly?

Cash Balance Plans: Good, Bad, or Ugly?

Update: 2024-08-21
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Cash balance plans: Huge tax savings? Or a big pain in the backside? On this show, we discuss what cash balance plans are, what's good about them, what's bad. And, most importantly, who is the kind of person that would benefit from using a cash balance plan.

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Cash Balance Plans: Good, Bad, or Ugly?

Cash Balance Plans: Good, Bad, or Ugly?

Dr. Jimmy Turner and Justin Harvey CFP