Weekly Market Mastery - Brad Wingler
Looking for a smarter way to maximize retirement savings and reduce taxes?
In this week’s Market Mastery, Brad Wingler, Investment Executive for MGO, explains how business owners are pairing cash balance plans with 401(k) plans to significantly increase tax-deductible contributions, accelerate retirement savings, and create more efficient retirement plan strategies.
In this episode, you’ll learn:
- How cash balance plans work alongside 401(k)s
- Why this strategy can increase tax-deductible retirement contributions
- Which business owners may benefit most
- How thoughtful retirement plan design can support long-term wealth creation