Want to create an interactive transcript for this episode?
Podcast: Maximizing Outcomes
Episode: Retirement Planning Essentials, Part 1 with Thomas Wyatt, JD, CFP® (Ep. 28)
Description: In this two-part series, we’ll be covering qualified retirement plans in Part 1 and non-qualified retirement plans in Part 2. If you’re a business owner, these episodes are a must-listen, as they provide valuable insights into retirement income planning, plan designs, limitations, and how to administer them for maximum tax savings.
In part 1, we provide you with important information for navigating qualified retirement plans. Thomas Wyatt JD, CFP® and President of our Columbus office, will guide you through the complexities and help you make informed financial decisions for your business.
Here’s what you’ll learn in...