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The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast
Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for tax savings, this is a strategy you need to be aware of.
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By The Pinnacle Group
5
22 ratings
Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for tax savings, this is a strategy you need to be aware of.