The Long Game

The Power Of Cash Balance Plans


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For high income earners, deferring taxes to the future can be a great move.


But you are oftentimes limited to the $69,000 you can put into a 401(k). This is where cash balance plans come into play. You can potentially defer hundreds of thousands more using this tool.


In this episode with Ben Lake, we talk all things cash balance plans, how they work, the good, the bad, etc.

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The Long GameBy Thomas Kopelman

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