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The Defined Benefit Plan is a pre-approved retirement plan solely for business owners or self-employed individuals who want to take advantage of massive tax savings each year in order to accelerate their retirement. We discussed exactly what this plan is in our first podcast episode, but we realize there are still many outstanding questions. For example, what are the limitations? How flexible is the plan? More broadly, what exactly is one getting themselves into by utilizing this plan? In part 2 of the Defined Benefit Plan podcast, we discuss those outstanding questions, highlighting exactly how the plan works for those that qualify.
When you’ve worked hard and your nest egg more than covers your financial goals, you may also want to provide financially for your loved...
Give yourself only 3 seconds to answer this question – If you were given $500 today, what would you do with it?How you answer...
We’ve officially entered a bear market, and the word recession is dominating news headlines. How bad is it? And why is this happening? Furthermore,...