Life Matters – A Penn Mutual Podcast

What’s Tax Mulligan Season? Business Owners & Cash Balance Plans with Scott McHenry

Episode Summary

Pres. & Chief Actuary of McHenry Advisers, Scott McHenry joins Bill Bell to discuss cash balance plans, ‘Tax Mulligan Season’, & new fiduciary rules.

Episode Notes

Join us for a special 'Tax Mulligan Season' episode of Life Matters, featuring Scott McHenry, President and Chief Actuary of McHenry Advisers, alongside our Advanced Sales VP, Bill Bell.

Key Takeaways for Financial Professionals:

1. Maximize Retirement Benefits:

Learn how cash balance plans can be a game-changer in turning hard work into a dream retirement for high-net-worth business owners.

2. Decode 'Tax Mulligan Season':

Understand the practical steps and strategies during this season to optimize tax benefits for business owners.

3. Navigating Fiduciary Rules:

Gain insights into the potential impact of new Department of Labor fiduciary rules and how they could shape your financial practice.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

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Presented by Penn Mutual
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This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.

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