Cash Balance Plans: Under-Utilized Tax Reduction Tools for Medical Practices

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OJM Group

Many of OJM’s videos for VuMedi include directions to receive free copies of our books. Text VUMEDI to 844-418-1212 to request or download your free book(s).

OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
read more ↘ not constitute an endorsement of OJM by the SEC nor does it indicate that OJM has attained a particular level of skill or ability. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact practice in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov.

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This presentation contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances. Tax law changes frequently, accordingly, Information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
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Cash Balance Plans: Under-Utilized Tax Reduction Tools for Medical Practices

By OJM Group FEATURING Jason O'Dell

2,132 views

June 26, 2019

Click here http://www.ojmgroup.com/WMMSVUMEDI for your free hardcopy or ebook download of OJM’s book "Wealth Management Made Simple". In this video, OJM Group partner Jason O’Dell provides an overview of Cash Balance Plans and discusses how this modern qualified retirement plan can be a powerful way to save for retirement while reducing taxable income. Learn how physicians can use a Cash Balance Plan to lower taxable income and possibly take advantage of a second tax benefit -- the Section 199A Qualified Business Income deduction.

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