Mullers on the Move

Author: Paige Muller

Welcome to Mullers on the Move! We are a traveling healthcare homeschooling family of 5. Join us as we navigate the exciting world of travel healthcare and family adventures. Subscribe to our podcast, follow us on Instagram, and sign up for our newsletter to receive exclusive content and resources. We're thrilled to have you on this journey with us!
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Language: en

Genres: Health & Fitness, Medicine

Contact email: Get it

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Cash Balance Plans with Melissa Terito
Tuesday, 31 December, 2024

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. Sign up for our Newsletter: https://snowy-unit-330.myflodesk.com/newsletter Instagram: https://www.instagram.com/mullers_onthemove/ Melissa Terito with Sentinel Pension: https://sp-tpa.com/melissa-terito