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

Wealth Planning for the Modern Physician

コンテンツは David B. Mandell, JD, MBA, David B. Mandell, JD, and MBA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、David B. Mandell, JD, MBA, David B. Mandell, JD, and MBA またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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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