Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.

from 20/20 MONEY: The Business of Optometry · host Adam Cmejla

Welcome to this Episode of The Dose podcast. My guest on today's show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. For today's podcast, Kevin stops by to discuss how to effectively utilize Cash Balance Plans and the benefits they can have for the right person in the right business. A Cash Balance Plan is a unique and powerful planning tool for your practice, so Kevin and I aim to give you the ABCs and 123s on when you might consider one for your business. —————————————————————————————————— Please rate and subscribe to The Dose on these platforms Apple Podcasts Spotify Google Play Stitcher —————————————————————————————————— For past episodes of The Dose with full companion show notes, please check out our episode archive here!

Episode metadata supplied by the publisher feed · Published Feb 18, 2019

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Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.

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