Are you maximizing your current retirement plans but still looking for more advanced strategies to secure your future and take care of key employees?

In this episode, Mike Jesowshek and retirement expert Matt Ruttenberg discuss advanced retirement strategies for business owners who have maximized basic retirement plans. They explore qualified and non-qualified plans, focusing on cash balance plans and deferred compensation plans, which offer significant tax benefits and flexibility. They emphasize the importance of tailoring retirement plans to individual business needs and revenue levels, highlighting the potential for substantial contributions and long-term tax advantages.


00:00 - Introduction and Overview
04:42 - Retirement Plan Stack and Qualified vs. Non-Qualified Plans
10:19 - Tax Code 7702 and Practical Considerations and Customization
17:23 - Customized Retirement Plans and Non-Qualified Plan Benefits
22:52 - Common Misconceptions



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Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings Podcast
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Podcast Website: https://www.TaxSavingsPodcast.com
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