Cash Balance Program
Whitepapers & Reports
Cash Balance Guide
A Cash Balance Plan can be a good retirement savings vehicle for owners of successful businesses with steady revenue. Cash Balance Plans can help business owners accelerate their retirement savings and realize significant annual tax deductions. This guide is designed to answer your questions about the risks and benefits in order to help you decide if a Cash Balance Plan is right for your firm.
Cash Balance Program
Articles
More Savings, Fewer Taxes: The Powerful Tax Benefit for Business Owners
Would you like to pay fewer taxes now and save more for your retirement? If the answer is 'Yes', then we have a powerful tax deferral strategy for you to consider.
Cash Balance Program
Articles
Pro Tips for Managing a Cash Balance Plan During a Pandemic
If you currently sponsor a Cash Balance Plan, then you know they can be complex, particularly during uncertain times. But did you know there are many ways to make Cash Balance Plan management easier for the plan sponsor? The trick is to find the right adviser. An adviser with experience with various Cash Balance strategies can ease your burden and allow you focus on what you do best.
Cash Balance Program
Whitepapers & Reports
Cash Balance Contribution Limits Chart
See the maximum contribution limits for 401(k) plans with Profit Sharing and Cash Balance Plans.
Cash Balance Program
Infographics
Cash Balance Plan Infographic
Would you like to save $250,000 or more, pre-tax? This Cash Balance infographic shows you how to unlock the avenues available for small business owners to turbo-charge retirement savings and dramatically reduce taxes.
Cash Balance Program
Whitepapers & Reports
Cash Balance Customer Case Study
See how much one client was able to save tax-deductible, tax-deferred by using a combination of a 401(k) plan and a Cash Balance Plan.
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