While traditional 401(k) retirement plans are commonplace at most companies, business owners can reap multiple benefits from a cash balance plan option. In this episode of But Who’s Counting?, host David E. Hartley sits down with Claris Advisors Senior Vice President + Wealth Advisor, Scott H. Iverson, to discuss how cash balance plans differ from pensions of the past. We cover several topics, including:
- Tax benefits for business owners who add a cash balance plan to retirement offerings
- How cash balance plans can be used as a talent retention tool
- Levers to pull to create maximum benefits for the business and its employees
Tune in to the full episode on Spotify or Apple Podcasts.
About But Who’s Counting?
A brand new podcast brought to you by Anders CPAs + Advisors, But Who’s Counting? is designed to provide real-world takeaways and examples of how business owners and C-suite executives can improve areas of their business. Podcast host and Anders Partner and Director + Advisory, David E. Hartley, sits down with fellow advisors and subject matter experts to share what they’re seeing in the marketplace and actionable advice business leaders can use to empower growth today and in the future.
Listen to But Who’s Counting? by subscribing on Spotify or Apple Podcasts and let us know what you think by rating and reviewing.
Our firm provides this information for general educational guidance only and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Podcasts posted by Anders CPAs + Advisors are not intended to be used and cannot be used by any individual or business, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose. Please note that some content may be generated using artificial intelligence and is intended for educational and informational purposes only. In no way does listening, reading, emailing or interacting on social media with our content establish a professional relationship.
All Podcasts
