Dec 3, 2018
Welcome to this episode of The Dose podcast. My guest on today’s show is Josh Kegley. Josh works exclusively in the retirement planning space and provides multiple services to business owners and their team members. What’s unique about Josh is that he’s been doing this for the last 15 years and has spent pretty much his entire career in the retirement planning landscape. During our conversation, Josh and I discuss:
- Basic plans like SEP and simple IRAs
- Full Profit sharing and 401k plans
- Defined benefit plans and how when structured/implemented correctly they can help business owners offset taxes by timing the deduction of cash balance contributions with an event that can cause significant tax liabilities
- Biggest mistakes business owners make when having a retirement plan in their business
- How much your retirement plan is really costing you and why you
should be shopping your plan
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