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Oakwood Summit
www.oakwoodsummit.com

Oakwood Summit offers defined benefit plan consulting for privately held businesses. Our plan designs integrate with a businesses existing 401k, which allows high income owners to receive an additional six figures in annual tax deductions and an additional seven figures in retirement savings within 5 to 10 years. At retirement, plan assets can be converted into a perpetual retirement income stream to replace an owner’s wages.

Archived Webinars

CASH BALANCE PLANS: A TAX & RETIREMENT STRATEGY FOR HIGH-INCOME OWNERS
Recorded Date November 20, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm