May '23 in General discussion
Cash Balance Plan Presentation
I was on a Zoom wiht Jeff Mason today presenting a Cash Balance Plan. It turns out the case worked up was actually the Wealth Manager we were meeting with. This individual was blown away at the potential for tax savings and wealth accumulation using this vehicle. This particular Wealt Manager has a handful of Ultra HNW clients who can utilize this type of solution. After Scott presents a Holistic Tax Plan, I am certain we will tap into a lot of potential opportunities. This is collaboration at work.
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Cash Balance Plan Presentation
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