What is the Retirement Gap for Business Owners?

Host, Troy Branch, talks with guest, Tom Bacharach from RMC Group, to discuss the retirement gap for business owners. Troy and Tom look at the differences between 401(k), cash balance and 412(e)(3) retirement plans to analyze options for business owners to meet their retirement goals.

Future Focus: A Financial Strategies Podcast

Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.

Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.

Disclosures

This podcast is for informational purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought.

This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. in Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.

Information is gathered from sources believed to be reliable; however, we cannot guarantee its accuracy. Information provided should not be construed as investment advice or the solicitation of any investment or insurance product. Please consult with your financial representative before investing.

RMC Group is not an affiliate of Ameritas or any of its affiliates.