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Tom Worthington has worked with countless advisors and business owners to help them save on taxes. Today, he shares some key insights into one of the most valuable strategies he employs: cash balance plans. Both advisors and business owners will walk away from this conversation understanding why cash balance plans are such a powerful tool for tax savings.
By The Pinnacle Group5
22 ratings
Tom Worthington has worked with countless advisors and business owners to help them save on taxes. Today, he shares some key insights into one of the most valuable strategies he employs: cash balance plans. Both advisors and business owners will walk away from this conversation understanding why cash balance plans are such a powerful tool for tax savings.