In this episode of Mullers on the Move, we sit down with Missy Terito, a CPA specializing in retirement plan consulting, to demystify cash balance plans. Together, we explore how these unique retirement plans can boost savings and provide substantial tax benefits for business owners. Missy shares her expert knowledge on the process, tax implications, and essential considerations for setting up a cash balance plan, making it accessible even for those unfamiliar with the concept.
Whether you’re a business owner seeking to maximize your retirement savings or just curious about advanced financial planning strategies, this episode is packed with actionable advice and clarity on an often-overlooked topic.
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Melissa Terito with Sentinel Pension: https://sp-tpa.com/melissa-terito
