006 | Business Owner Retirement Plans: A Deep Dive into Level 2 Tax Planning with Bruce Gendein

Have you ever wondered how a Cash Balance Plan can help reduce your tax burden while supercharging your retirement savings?

In this episode of the Vital Strategies podcast, we welcome Bruce Gendein, an expert in maximizing retirement plans for business owners. Bruce's decades of experience in level 2 tax planning shine through as he explores the flexibility of Cash Balance Plans.

In our conversation, Bruce provides innovative solutions for business owners, aiming to both minimize tax liabilities and build wealth efficiently. This episode is a valuable resource for business owners and those interested in tax-efficient financial planning, offering insights that could potentially save hundreds of thousands of dollars in taxes.

Key Takeaways:

• Utilizing a cash balance plan
• Running calculations to demonstrate the workings of cash balance plans
• Asset protection
• Reaching the maximum benefits within a plan

Resources:

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Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien