Thoughts from the Ledge
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Thoughts from the Ledge
What was Old, is New Again; The Resurgence of Cash Balance Plans
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Grey Ledge Advisors
Audio Player
00:00 | 11:39
Scott Albraccio and Grant Livingston from TRA discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement. The concept helps the purchaser pay for the company/practice without having to come up with a large lump sum of cash.