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39 - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell
Manage episode 400053860 series 3367297
Konten disediakan oleh Jackie Meyer. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jackie Meyer atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience.
Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable.
Explore real-life cases showcasing substantial tax savings through customized plan designs. Learn about front-loading contributions, combination plans, and the potential for six-figure tax savings. David emphasizes simplicity, efficiency, and customization for optimal results.
What you'll hear in this episode:
[03:16] Discusses about Defined Benefit Plan
[06:11] Age Considerations and Contribution Opportunities in Defined Benefit Plans.
[09:42] Contributing to Defined Benefit Plans at Different Ages.
[13:33] Cost in efficient Sale
[18:48] Explanation of the 401(h) component within the plan.
[28:00] Secure Act and Funding Opportunities
[30:30] Books and Resources
Ready to supercharge your retirement planning and discover innovative tax strategies? Tune in now!
Connect with David Podell on LinkedIn at https://www.linkedin.com/in/bbconsultants/
Visit David Podell's Website https://businessbenefitsconsultants.com/
Connect with Jackie on Instagram @jackiemCPA
Check out more of Jackie’s work at https://www.jackiemeyercpa.com/
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