Retirement Plans, Exit Strategies, and IBC® (Part 1) - Pete Wittman - (BWL POD #0151)

Dec 2, 2022

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In this episode of The Banking With Life Podcast, James sits down with his friend Pete Whitman and they discuss qualified plans! They spent a lot of time on cash balance plans and some of the considerations required. They also discussed the exit strategies that should be considered. As always, we hope you enjoy and thank you for listening!

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