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Personal Defined Benefit Plans - What You Need to Know
Автор: Three Oaks Wealth
Загружено: 2023-03-31
Просмотров: 383
Описание:
Personal defined benefit plans (personal DB plans) are a great way to put a lot of money away on a tax deductible basis. They’re not for everyone though. In this video we cover personal DB plan basics, and share what you need to know to determine whether they’re a good fit for you.
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00:00 Introduction
00:50 Defined Benefit Plan Limits
02:00 Compliance Testing
03:15 Investment Risk
05:10 Not a Good Fit for Everyone
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