Webinar | Cash Balance Plans: Are They Right For You?

    On-Demand Webinar
    Videos
    | June 1, 2021

    The Tax Law & Jobs Act of 2017 made sweeping changes to the federal tax code, including significantly reducing the number of deductions available to taxpayers. To offset these changes, taxpayers are looking for new avenues to reduce their tax burden, and many have found a solution in the form of Cash Balance plans. Though not widely utilized, Cash Balance plans can be a useful vehicle for protecting pre-tax income and boosting retirement savings.


    On November 22nd, we hosted a webinar on Cash Balance plans. Specifically, we covered...

    • What Cash Balance plans are
    • How to determine if a Cash Balance plan is a smart investment for you
    • How to maximize the benefits offered by Cash Balance plans
    • The individual factors that impact how you’re able to use Cash Balance plans

     

     

    Meet the presenters:
     

    cmackenzie-ava

    Chris MacKenzie, JD
    Chris is a Financial Life Advisor and has been a member of the Telemus team since 2016. Chris helps individuals and families make smart decisions with their money through investment strategy, financial guidance, and holistic planning. He assists business owners with evaluating their qualified retirement options including 401(k), profit sharing, and cash balance plans. Additionally, Chris is an active member of the State Bar of Michigan.

     

     

    bsmith-ava

    Brian Smith
    Brian is the Midwest Regional Sales Director for JULY Services and has more has more than 18 years of experience in the retirement planning industry. Prior to joining JULY, Brian worked for Trinity Pension Consultants, The Tegrit Group, Baden Retirement Plan Services, Nationwide and The Guardian.

    Brian co-founded the Central Ohio Retirement Professionals (CORP) networking group and is a member of the non-profit group Team Honor, which is made up veterans, their families and fellow patriots who support families of fallen soldiers.
    Telemus

    Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.

    Telemus

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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