The Next Level Advisor

Cash Balance Plans: The key to tax savings for business owners | The Next Level Podcast


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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.

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The Next Level AdvisorBy The Pinnacle Group

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