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Introducing our "Ask Us Anything" epidode airing once a month answering your questions. Today we will answer the Question: "What are some things to consider just rolling into a new year?" Jared, will talk about some new policies/regulations in place effective 1/1/24 as well as how utilizing cash balance plans may be a good option to consider to assist in some additional tax deferral opportunities.
By Legacy LeadersIntroducing our "Ask Us Anything" epidode airing once a month answering your questions. Today we will answer the Question: "What are some things to consider just rolling into a new year?" Jared, will talk about some new policies/regulations in place effective 1/1/24 as well as how utilizing cash balance plans may be a good option to consider to assist in some additional tax deferral opportunities.