Feb 18, 2019
Welcome to this Episode of The Dose podcast. My guest on today’s
show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in
Carmel, Indiana. For today’s podcast, Kevin stops by to discuss how
to effectively utilize Cash Balance Plans and the benefits they can
have for the right person in the right business. A Cash Balance
Plan is a unique and powerful planning tool for your practice, so
Kevin and I aim to give you the ABCs and 123s on when you might
consider one for your business.
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