In this episode of The Banking With Life Podcast, James sits down with his friend Pete Whitman and they discuss qualified plans! They spent a lot of time on cash balance plans and some of the considerations required. They also discussed the exit strategies that should be considered. As always, we hope you enjoy and thank you for listening!

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Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party’s informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action….(read more)

LEARN MORE ABOUT: Qualified Retirement Plans

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Retirement Plans, Exit Strategies, and IBC®: A Comprehensive Guide

retirement planning is one of the most important decisions you can make for your future. It can be a complicated and overwhelming process, but it doesn’t have to be. With the right planning and resources, you can ensure that you have a secure retirement. This article will provide an overview of retirement plans, exit strategies, and IBC®, a comprehensive retirement planning service.

Retirement plans are a set of guidelines and strategies that help you save and invest for retirement. There are many types of retirement plans, including traditional and Roth IRAs, 401(k)s, 403(b)s, and annuities. Each plan has its own set of rules and regulations, so it is important to understand the details of each plan before making a decision.

Exit strategies are used to help you plan for the future and protect your assets. They can include investing in real estate, setting up trusts, and creating a business succession plan. Exit strategies are designed to help you maximize the value of your assets and minimize taxes and other costs.

IBC® is a comprehensive retirement planning service that helps you create a plan for your retirement. IBC® provides personalized advice and guidance to help you make the best decisions for your retirement. They offer a range of services, including retirement plan analysis, investment advice, tax planning, estate planning, and more.

retirement planning is an important step in securing your financial future. With the right planning and resources, you can ensure that you have a secure retirement. This article provides an overview of retirement plans, exit strategies, and IBC®, a comprehensive retirement planning service. By taking the time to understand your options and plan for the future, you can ensure that you have a secure retirement.