(20m) Your Off The Shelf Retirement Plan is Costing You Unnecessary Taxes - Peter Stephan
In this 20 minute interview, Peter Stephan, Senior Vice President, United Retirement Plan Consultants discusses the wasted opportunities for tax reduction and retirement savings that many business owners are experiencing because they do not have an experienced plan designer customizing their plan contributions.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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