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Tax Loopholes of the Rich: Defined Benefit Plan – Interview With Brent Henningson

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Content provided by Money Tree Investing Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Tree Investing Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you make high 6 or even 7 figure income and are frustrated with the limitations of your 401k plan? This week we discuss the defined benefit plan, a secret retirement saving strategy that is used by wealthy families to put away up to 6 figures annually in their retirement plan.

Want to know why your financial advisor never told you about it? We discuss that too.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest?

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Today's Guest: Brent Henningson

Brent is the Chief Executive Officer of Saber Pension & Actuarial Services, a third party administration and actuarial firm. Using Defined Benefit Plans, Saber Pension helps business owners reduce their tax liability while they save for retirement. They assist clients all around the United States.

Brent has over 15 years of experience working with Defined Benefit retirement plans. Throughout his career, he has consulted with organizations ranging from one-person businesses to publicly traded companies with multi-billion dollar pension plans.

Over his career, Brent has saved his clients millions of dollars through the use of innovative and timely strategies related to plan design and implementation. He also has extensive experience in the ongoing administrative and compliance requirements of retirement plans. Brent has a Bachelor of Science in Statistics from Brigham Young University. He is a fellow of the Society of Actuaries, the Society’s highest designation, and an enrolled actuary.Outside of work, Brent enjoys skiing, traveling and spending time with his wife and three daughters.

Brent's Online Presence:

Today's Panelists

The post Tax Loopholes of the Rich: Defined Benefit Plan – Interview With Brent Henningson appeared first on Money Tree Investing.

  continue reading

343 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on July 04, 2021 11:08 (3y ago). Last successful fetch was on April 23, 2021 05:11 (3+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 247996999 series 2387053
Content provided by Money Tree Investing Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Tree Investing Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you make high 6 or even 7 figure income and are frustrated with the limitations of your 401k plan? This week we discuss the defined benefit plan, a secret retirement saving strategy that is used by wealthy families to put away up to 6 figures annually in their retirement plan.

Want to know why your financial advisor never told you about it? We discuss that too.

Subscribe & Download

Never miss out on a new episode! Subscribe using your favorite podcast app.

Listen on
Apple Podcasts​​​​
Follow us on
Spotify
Follow us on
Stitcher Radio

Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest?

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Today's Guest: Brent Henningson

Brent is the Chief Executive Officer of Saber Pension & Actuarial Services, a third party administration and actuarial firm. Using Defined Benefit Plans, Saber Pension helps business owners reduce their tax liability while they save for retirement. They assist clients all around the United States.

Brent has over 15 years of experience working with Defined Benefit retirement plans. Throughout his career, he has consulted with organizations ranging from one-person businesses to publicly traded companies with multi-billion dollar pension plans.

Over his career, Brent has saved his clients millions of dollars through the use of innovative and timely strategies related to plan design and implementation. He also has extensive experience in the ongoing administrative and compliance requirements of retirement plans. Brent has a Bachelor of Science in Statistics from Brigham Young University. He is a fellow of the Society of Actuaries, the Society’s highest designation, and an enrolled actuary.Outside of work, Brent enjoys skiing, traveling and spending time with his wife and three daughters.

Brent's Online Presence:

Today's Panelists

The post Tax Loopholes of the Rich: Defined Benefit Plan – Interview With Brent Henningson appeared first on Money Tree Investing.

  continue reading

343 episodes

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