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Everything You Need to Know about Retirement Planning for Business Owners with Courtenay Shipley - 437
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Welcome to another insightful episode of the Profit with Law Podcast! In today's episode, Moshe Amsel is joined by retirement plan expert, Courtenay Shipley, to delve into the intricacies of retirement planning as a business owner. This conversation explores everything from maximizing contributions to 401K plans and passing non-discrimination testing, to the complex world of profit sharing and cash balance pension plans.
Courtenay shares her compelling backstory, explaining how a bad experience with her employer led…
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