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3 contributions to 🏠 Lower Taxes w/ Ryan
Jul 22 •
Referrals
Anyone have a referral to a company that can do a defined pension plan or cash balance plan? Looking to get quotes. Thanks!
0 likes • 16d
I found a few options … Thanks @Matt Borowski
1 like • 16d
@Carmen Salazar Try www.Emparion.com
0 likes • 29d
@Mason Kimball, CPA goal is to save taxes & build wealth Why don’t the cpa’s recommend a defined benefit plan to self employed business owners?
0 likes • 29d
@Mason Kimball, CPA My question was more around - are there any drawbacks of doing DB plan for self employed ?
Aug 18 •
2025 Defined Benefit Plan
Hi can we still do a 2025 DB plan We filed an extension but completed filing business return in April 2026. Can we still amend ?
1-3 of 3
Active 15d ago
Joined Aug 18, 2026
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