A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
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Episode 101: What are Cash Balance Plans?
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Mark Massey, a vice president with the Southern Medical Association Services, Inc., joins Mark Reiboldt to explore the concept of cash balance plans for medical practices. Mark explains cash balance plans, who is a prospect for cash balance plans, and how they work.
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Podcast Information
Follow our feed in Apple Podcasts, Google Podcasts, Spotify, Audible, or your preferred podcast provider. Like what you hear? Leave a review!
We welcome all feedback from our listeners. Email us questions on any of the topics we discuss or questions about issues that interest you. You can also provide recommendations on matters for future episodes.
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Episode Synopsis
A Cash Balance plan is a type of retirement plan that allows business owners to contribute over $200,000 per year in many cases. Contribution limits are based on the age of the owner. The plan is entirely employer-funded, and the plan clearly defines the contribution/benefit formula for participants.
A Cash Balance Plan takes advantage of a business expense that an owner can keep, deduct from profits, and let grow tax-deferred. Owners can fund a sizable portion of retirement savings using money they would have paid in taxes.
Click to listen to the episode.
Extras
127 episoade
Distribuie
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Content provided by Coker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Mark Massey, a vice president with the Southern Medical Association Services, Inc., joins Mark Reiboldt to explore the concept of cash balance plans for medical practices. Mark explains cash balance plans, who is a prospect for cash balance plans, and how they work.
…
continue reading
Podcast Information
Follow our feed in Apple Podcasts, Google Podcasts, Spotify, Audible, or your preferred podcast provider. Like what you hear? Leave a review!
We welcome all feedback from our listeners. Email us questions on any of the topics we discuss or questions about issues that interest you. You can also provide recommendations on matters for future episodes.
- Please email us: feedback@cokergroup.com
- Connect with us on LinkedIn: Coker Group Company Page
- Follow us on Twitter: @cokergroup
- Follow us on Instagram: @cokergroup
- Follow us on Facebook: @cokerconsulting
Episode Synopsis
A Cash Balance plan is a type of retirement plan that allows business owners to contribute over $200,000 per year in many cases. Contribution limits are based on the age of the owner. The plan is entirely employer-funded, and the plan clearly defines the contribution/benefit formula for participants.
A Cash Balance Plan takes advantage of a business expense that an owner can keep, deduct from profits, and let grow tax-deferred. Owners can fund a sizable portion of retirement savings using money they would have paid in taxes.
Click to listen to the episode.
Extras
127 episoade
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Similar cu Coffee with Coker
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
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…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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continue reading
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…
continue reading
Whatever you lead can only grow when you do. Experience real-life, real-time business and leadership coaching from Dave Ramsey, a successful CEO, popular radio personality, bestselling author, and now the host of The EntreLeadership Podcast. Dave takes your calls and draws on over 30 years of experience as the CEO of Ramsey Solutions to help you overcome the challenges you're facing. More at https://www.ramseysolutions.com/shows/the-entreleadership-podcast.
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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