Tax deductions sound great… until you start looking at the tradeoffs hiding underneath the surface. In this episode, Scott breaks down the hidden risks of market-based cash balance plans and why many pilots may be overvaluing short-term tax deferral while overlooking long-term consequences. He explains how these “spillover” retirement accounts work, why they often underperform broader markets, and how they can create future tax problems, liquidity issues, and less control over your money.
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