Oct 17, 2022 | Cash Balance Plans
Cash Balance Retirement Plans? Definitely! You may have heard of “Cash Balance” pension plans. Yes, you must! Investment advisors should broaden their offerings to include cash balance plans, as they have rapidly become one of the most popular retirement...
May 20, 2021 | Cash Balance Plans
If you are a business owner or receive self-employment income as an independent contractor, you may be able to eliminate current taxes on a significant portion of your income and accumulate greater wealth for yourself and your family. Unlike certain, more traditional...
Mar 2, 2019 | Cash Balance Plans
Click above to see how much your company could benefit from a Cash Balance Plan. For sole proprietors, the top priority typically is winning new business while delivering great value to current customers. That daily “balancing act” can take so much of your...
Jul 15, 2015 | Cash Balance Plans
Cash Balance plans have become very popular with business owners looking to save on taxes and accumulate more long-term wealth. But how do they work? A Cash Balance pension is a qualified retirement plan under IRS guidelines known as a hybrid defined benefit plan...
Jun 15, 2015 | Cash Balance Plans
Have you heard of Cash Balance retirement plans? You should! Cash Balance plans have become one of the fastest growing retirement plan design options in the last few years and one that investment advisors should add to their portfolio of retirement products. Why are...
Jul 29, 2013 | Cash Balance Plans, defined benefit plans
As explained in our previous post (#3 in this series), cash balance plans are often easier for business owners (your clients) to understand and offer more flexibility than many other types of retirement plans. And in our second post we clarified how cash balance plans...
