The Guide You Need to Take Advantage of Your Retirement Planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13)
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How flexible is your retirement plan? Would you send money to the government or your employees?
In this episode, Robert Curtiss is joined by Kevin Manahan, vice president actuary at CMC Pension Professionals. Rob and Kevin unveil their collaborative approach to optimizing retirement plans for business owners and their employees with a focus on cash balance plans and taxes.
Rob and Kevin discuss:
- Ways they tailor qualified retirement plans according to client needs and goals
- The role of cash balance plans when it comes to selling your business in the future
- The benefits of working alongside specialized professionals to optimize different areas of your financial and retirement plan
- How supporting employees through financial planning can provide tax savings
- And more!
Resources:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
Connect with Kevin Manahan:
About Our Guest:
Kevin Manahan is an enrolled actuary (EA) as well as a member of the Society of Actuaries (SOA) and the American Society of Pension Professionals and Actuaries (ASPPA). Kevin has been involved in reviewing EA enrollment exams for the Joint Board for Enrolled Actuaries. He has also spoken and conducted seminars for CPAs, brokers, and insurance clients.