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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.
It was up for years. And then in March 2020, the stock market collapsed.Now it’s back up, but inevitably, the stock market will go...
Join Ed and James for a 20-minute journey into the fascinating world of money, where they delve into the most valuable lessons about your...
In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of...