Everything You Need to Know about Retirement Planning
Welcome to another insightful episode of the Profit with Law Podcast! In today's episode, Moshe Amsel is joined by retirement plan expert, Courtenay Shipley, to delve into the intricacies of retirement planning as a business owner. This conversation explores everything from maximizing contributions to 401K plans and passing non-discrimination testing, to the complex world of profit sharing and cash balance pension plans.
Courtenay shares her compelling backstory, explaining how a bad experience with her employer led her to establish her own firm. Together with Moshe, they discuss the competitive landscape of retirement planning, the strategic use of employer contributions, and the crucial role of tax considerations in retirement planning. Small business owners will gain valuable insights on structuring compensation packages to attract and retain top talent, with actionable tips on profit sharing and deferred compensation plans.
Tune in now for actionable insights that could...
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Author
Moshe Amsel
Author
Moshe Amsel the host of the Profit with Law podcast is not an attorney. As the owner of a successful accounting firm DreamBuilder Financial and Law Firm Growth coaching organization Profit with Law, Moshe has proven that there are better and different ways for a law firm to do business and be successful.
