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Mulholland & Kuperstock Asset Management LLC, a registered investment advisory firm based in San Diego, CA & Summerlin, NV provides investment and generational wealth management advice to our clients. Join us as we provide a roadmap to financial health and smart investing.
Episodes
Friday Oct 18, 2024
Why Doctors Should Have Cash Balance Plans (with Phuong Jennings)
Friday Oct 18, 2024
Friday Oct 18, 2024
Designed to build $3.5M in wealth over 10 years, cash balance plans are 10X 401K's allowing participants to make tax deductible contributions of hundreds of thousands of dollars per year. Interested to cut your tax bill in half? Just push play.
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