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April 21, 2025

The Perfect Plan™ Podcast – Episode 6 – How would you design your Perfect Plan™

If you are a business owner or decision making executive, how would you want to design The Perfect Plan™ to retain and reward your employees? A 401K is terrific for basic retirement savings, but there are limitations to how much you can put in, and it must be given to everyone on a proportional basis.

In this episode, we discuss the decision making process, how you can get the perfect timing of your deductions, and include the people and benefits that are needed most, in the most tax efficient manner.  No two companies are alike, and neither should your plans be.

Come and listen to this podcast as we lay it out for you.