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Transforming Taxes into Wealth by Larry R. Blades

Transforming Taxes into Wealth by Larry R. Blades

6/18/2026 3:03:11 PM   |   Comments: 0   |   Views: 2

https://www.dentaltown.com/onlinece/details/1257/transforming-taxes-into-wealth

Transforming Taxes into Wealth

by Larry R. Blades

Through a presentation to financial planners, this course offers an in-depth exploration of Cash Balance Plans for business owners. Explore the key features, benefits, and regulatory requirements of these plans, and learn effective implementation strategies to maximize retirement savings and tax deductions for high-income owners. Real-world case studies and practical examples will provide the knowledge needed to navigate plan design, compliance, and funding strategies. By the end of this course, you will understand the suitability of Cash Balance Plans and their role in enhancing financial planning strategies for owners.

Upon completion of this course, you should be able to:
            
  • Understand what a cash balance plan is and how it differs from other retirement plans.
  •             
  • Identify which businesses and individuals are ideal candidates for a cash balance plan.
  •             
  • Learn how to combine cash balance plans with 401(k)/profit sharing for maximum tax savings.
  •             
  • Discover how much can be contributed annually — and how those contributions reduce taxable income.
  •             
  • Understand the compliance, funding, and administration requirements of maintaining a plan.
  •             
  • Review real-life case studies showing how high-income business owners use these plans to build wealth faster.
Retired U.S. Air Force Lieutenant Colonel and experienced financial advisor with over 30 years of leadership and 20+ years of fiduciary financial planning. Founder of a Registered Investment Advisory firm serving 500+ families. Specializes in retirement income, tax-efficient strategies, and high-contribution retirement plans for business owners. Known for collaborative planning with CPAs, attorneys, and CFPs, and for maintaining the highest legal, ethical, and moral standards.
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