David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA
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David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA
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Solo 401(k)s let you think beyond retirement.
Full show notes here.
The Concierge CPA
With Jackie Meyer
In this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.
MORE Jackie Meyer and The Concierge CPA | MORE CPA Trendlines Streaming Network
Podell explains the solo 401(k)’s advantages over simpler plans like SEPs or SIMPLEs, dives into common mistakes business owners make, and shares how smart structuring — including leveraging Roth contributions and defined benefit add-ons — can elevate retirement planning from compliance to strategy.
“Putting money in these retirement plans pulls money out of the business and creates a personal net worth," Podell says.
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