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Using a Cash Balance Plan to Save Large Pre-Tax Dollars with David Yackel (Ep.121)
A Cash Balance Plan allows you to put away larger amounts than a traditional defined contribution retirement plan. In this episode, Larry Heller, CFP®, is joined by David Yackel from Pension Review Services to talk about all things cash balance planning. David discusses: How a cash balance plans differ from your traditional defined contribution retirement accounts …
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By Larry Heller
5
55 ratings
A Cash Balance Plan allows you to put away larger amounts than a traditional defined contribution retirement plan. In this episode, Larry Heller, CFP®, is joined by David Yackel from Pension Review Services to talk about all things cash balance planning. David discusses: How a cash balance plans differ from your traditional defined contribution retirement accounts …
Read More Read More
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