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.

Episode metadata supplied by the publisher feed · Published Aug 21, 2024

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Cash Balance Plans: Good, Bad, or Ugly?

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