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.
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity...
You know interest rates are very low, and you’ve heard the rumors. They are expected to rise in the future. So what does this...
2020, what feels like the longest year in history, is finally coming to an end. We know that many of us have been impacted...
