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.

What this episode covers

Send us Fan Mail Scott 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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This episode is 11 minutes long.

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This episode was published on November 17, 2023.

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