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Cash Balance Plans: A Tax & Retirement Strategy for High Income Owners (On-Demand)

General Credits:
Original Date Of Course:

$129.00

Course Description

This comprehensive course offers an in-depth exploration of Cash Balance Plans for accounting professionals. Explore the key features, benefits, and regulatory requirements of these plans, and learn effective implementation strategies to maximize retirement savings and tax deductions for high-income owners. Real-world case studies and practical examples will provide the knowledge needed to navigate plan design, compliance, and funding strategies. By the end of this course, you will be prepared to counsel clients on the suitability of Cash Balance Plans and their role in enhancing financial planning strategies.

Syllabus

  1. Recognize the tax and retirement savings benefits that Cash Balance Plans offer high-income owners
  2. Determine how accounting professionals utilize Cash Balance Plans to increase their monthly recurring revenue
  3. Identify which clients are best suited for a Cash Balance Plan
  4. Evaluate how Cash Balance Plans can maximize benefits to owners while minimizing costs to employees

Credit Details

Course Type

Course Instructor

Larry Blades
Original Date Of Course

General Credits

1
Larry Blades
Larry Blades
Larry Blades brings three decades of U.S. Air Force experience as a pilot, instructor, and operational test pilot—including management of a $5 billion aircraft trainer program—to his financial planning practice. As a licensed insurance agent, Investment Advisor Representative, and founder of his own Registered Investment Advisory Firm, he has spent over twenty years helping more than 500 families develop retirement and tax-efficient investment strategies while maintaining fiduciary standards.
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