Using Cash Balance Plans to Reduce Taxes & Build Wealth with Scott McHenry, FCA, MAAA, MSEA

Wealth Planning for the Modern Physician

Контент предоставлен David B. Mandell, JD, MBA, David B. Mandell, JD, and MBA. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно David B. Mandell, JD, MBA, David B. Mandell, JD, and MBA или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

2+ y ago 42:22

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Listen as David chats with retirement plan expert Scott McHenry. David and Scott talk about Scott’s career path – from a position inside a large firm to the transition to his own firm about 15 years ago.

David and Scott then dive into Cash Balance Plans (CBPs). They discuss how these plans can be more favorable than other qualified plans, such as pensions, profit-sharing plans and 401(k)s, define the type of practice or physician that is a good candidate for a CBP.

They wrap up with key success factors in implementing CBPs, how CBPs can work with 401(k)s, what happens if a CBP is terminated and how Scott and his firm work with physicians and practices throughout the U.S.

You can find show notes and more information by visiting www.physicianswealthpodcast.com.

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