Are you maxing out your client’s tax advantages?
If you’re a tax professional, here are some things you need to know.
Free online CPE Courses
Secure the credits you need with remote Continuing Professional Education courses.
Cash Balance Plans: Maximizing retirement plan tax benefits for business owners. Learn how a Cash Balance Plan may supplement a traditional retirement plan to increase tax-deferred savings. The Fisher Cash Balance CPE course will help you:
- Understand the risks & rewards of Cash Balance Plans
- Determine likely Cash Balance candidates
- Understand the goals of Cash Balance Plans
Strategies to help high-earning business owners save more and owe less.
- How to help business owners maximize tax benefits through their retirement plan
- How to optimize a retirement plan strategy for increased tax savings to the business owner
- How to help business owners save more retirement in a tax-advantaged way
Ask a retirement specialist
Have questions about retirement plans, tax strategies and more? Send us your questions and someone from our team will get back to you shortly.
Why Work with Fisher
With Fisher Investments in your corner, you’ll get access to our specialized partner education and support, and a clearly different retirement plan option for your clients. The best part? Our service to you is completely free with zero obligation.
Retirement Help Desk
Get quick answers to nuanced retirement plan questions from our team of on-demand retirement specialists anytime.
RFPs and Fee Analysis
We’ll review your clients’ current fees and retirement plans, and benchmark them with a third party to get your clients the service they need at the right cost.
$1000 One-Time Waiver
If we’re a good fit for your clients, we’ll waive the first $1,000 in fees–helping them save even more money while offering an exceptional retirement benefit.
Start-Up Plan Consulting
We’ll do the heavy lifting when your clients are ready to start a new 401(k) plan from scratch, helping them assess plan features in light of their business goals.