EPISODE · Nov 17, 2023 · 11 MIN
What was Old, is New Again; The Resurgence of Cash Balance Plans
from Thoughts from the Ledge · host Grey Ledge Advisors
Send us Fan MailScott Albraccio and Grant Livingston from TRA discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement. The concept helps the purchaser pay for the company/practice without having to come up with a large lump sum of cash.
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What was Old, is New Again; The Resurgence of Cash Balance Plans
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