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Cash Balance Plans: Good, Bad, or Ugly? episode artwork

EPISODE · Aug 21, 2024 · 24 MIN

Cash Balance Plans: Good, Bad, or Ugly?

from Money Meets Medicine · host Dr. Jimmy Turner and Justin Harvey CFP

Cash balance plans: Huge tax savings? Or a big pain in the backside? On this show, we discuss what cash balance plans are, what's good about them, what's bad. And, most importantly, who is the kind of person that would benefit from using a cash balance plan. Check out the Money Meets Medicine YouTube Channel: https://www.youtube.com/@MoneyMeetsMedicine Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

Cash balance plans: Huge tax savings? Or a big pain in the backside? On this show, we discuss what cash balance plans are, what's good about them, what's bad. And, most importantly, who is the kind of person that would benefit from using a cash balance plan. Check out the Money Meets Medicine YouTube Channel: https://www.youtube.com/@MoneyMeetsMedicine Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com

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Cash Balance Plans: Good, Bad, or Ugly?

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Frequently Asked Questions

How long is this episode of Money Meets Medicine?

This episode is 24 minutes long.

When was this Money Meets Medicine episode published?

This episode was published on August 21, 2024.

What is this episode about?

Cash balance plans: Huge tax savings? Or a big pain in the backside? On this show, we discuss what cash balance plans are, what's good about them, what's bad. And, most importantly, who is the kind of person that would benefit from using a cash...

Can I download this Money Meets Medicine episode?

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