In this video, Toby Mathis sits down with Jeff Mason and Chris Hammond to delve into financial strategies that go beyond the conventional 401(k). Jeff and Chris, both managing directors at Redwood Retirement, bring their expertise in cash balance and defined benefit plans to the table.
Want to discuss if a Redwood Retirement Cash Balance Plan Design is right for your company?
👉 Visit: https://redwoodrs.com/tobypodcast
Email Jeffrey Mason & Mention This Video! 👇
Subject: “Toby Mathis – Cash Balance” 📧 jmason@redwoodrs.com
📱 815-516-0560 | YouTube @redwoodrsllc
These plans offer an incredible opportunity to save on taxes and accumulate significant retirement savings, with contributions exceeding $100,000 annually—and in some cases, even reaching over a million dollars.
Tune into our podcast and learn more about what retirement could be doing for you.
Until next time, good luck with your retirement plans, and be sure to join us again in the future.
Download your Proposal Request form and Redwood Retirement Census Request 👇
https://app.box.com/s/1gj7513no77zy49khhv281gis7atu6a8
Show Notes:
0:00 Introduction
0:41 Guests Intro
4:17 Typical Amount to Set Aside
12:30 Potential Return
16:37 What If I already Filed For my Tax Return?
22:40 Max Contribution
24:25 Retirement Plan Example
48:05 Outro
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
#retirementplanning #401k #retirement
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