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Hey Boone and others, any tax advantages you care to share?
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Braindead
Posted 12/25/2024 16:48 (#11025812 - in reply to #11025768)
Subject: RE: Hey Boone and others, any tax advantages you care to share?


Boone & Crockett - 12/25/2024 16:06

As I’ve said on this forum before, if you need to move a mountain, best to use a steam shovel and not a teaspoon. The steam shovel of retirement plans to maximize tax savings is the Cash Balance plan. Contributions are age/income specific, but upper limit is $452,000 if structured properly. It’s Christmas and enjoying the day with family, but if you want specifics, email is good.

Thanks again for saving my wife & I an unbelievable amount of money!!!
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