Originally Posted by Trip7

We need folks like you DALPA R&I Committee. What I observed at the ATL R&I Roadshow were nice guys who do not have much finance and investing experience or knowledge. Their slides were extremely misleading and they folded quick when called out on it(eg comparing pretax MBCBP Balance with Aftertax DPSP Cash)



Damn trip7. You must have been around the block a few times, keep up on your finance related reading, or just have good instincts. Medical partnerships are exactly the primary target of cash balance salesman and their presentations always like to compare pre-tax with post-tax. That's how uninformed the audience is deemed to be... Sad too. A cash balance plan can be sold without deception. High earners nearing retirement that are playing catch-up can benefit. Especially those that expect to be in a lower tax bracket in retirement.



And nothing tax-free about any of the primary retirement plans. Tax-deferred sure.