
Sign up to save your podcasts
Or


In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualified money. David shares from his extensive experience working alongside taxpayers and other financial advisors to design, implement and execute defined benefit plans. This episode is a must-listen for any financial advisor who is a business owner or works with them.
https://zurl.co/Hjl5Y
By Steven Jarvis4.8
122122 ratings
In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualified money. David shares from his extensive experience working alongside taxpayers and other financial advisors to design, implement and execute defined benefit plans. This episode is a must-listen for any financial advisor who is a business owner or works with them.
https://zurl.co/Hjl5Y

535 Listeners

743 Listeners

547 Listeners

672 Listeners

461 Listeners

922 Listeners

244 Listeners

115 Listeners

198 Listeners

945 Listeners

183 Listeners

135 Listeners

48 Listeners

141 Listeners

28 Listeners