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Feb. 9, 2024

39 - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell

39 - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell

In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience.

Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable.

Explore real-life cases showcasing substantial tax savings through customized plan designs. Learn about front-loading contributions, combination plans, and the potential for six-figure tax savings. David emphasizes simplicity, efficiency, and customization for optimal results.


What you'll hear in this episode:

[03:16] Discusses about Defined Benefit Plan

[06:11] Age Considerations and Contribution Opportunities in Defined Benefit Plans.

[09:42] Contributing to Defined Benefit Plans at Different Ages.

[13:33] Cost in efficient Sale

[18:48] Explanation of the 401(h) component within the plan.

[28:00] Secure Act and Funding Opportunities

[30:30] Books and Resources


Ready to supercharge your retirement planning and discover innovative tax strategies? Tune in now!


Connect with David Podell on LinkedIn at https://www.linkedin.com/in/bbconsultants/

Visit David Podell's Website https://businessbenefitsconsultants.com/


Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/


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March 7, 2024

42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas

Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking T...

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