Episode # 302 – An Often Overlooked Tax Savings Opportunity for Small Business Owners: Defined Benefit Plans

July 30, 2021

Defined Benefit Plans for small business owners represent the largest yearly retirement plan contribution option available, and likely present a significant tax savings opportunity.  Steve Cordasco and CFN’s Tim Joseph, CPA, discuss Defined Benefit Plans with guest Philip Pirio, Senior Design Consultant with Dedicated Defined Benefit Services. They discuss important details of Defined Benefit Plans and the roles financial planners, CPAs, and plan administrators have in designing and implementing this often overlooked retirement plan option for small business owners.

Listening Time: 30 minutes

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