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Cash Balance Plans

How We Work

Many owners and partners are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the perfect solution for them.

A Cash Balance Plan is a type of retirement plan that belongs to the same general class of plans known as Defined Benefit Plans that enjoy the same special tax status as 401(k) plans. These plans are unique in that they allow business owners and other highly compensated individuals to increase their retirement contributions beyond that of the the typical 401(k) plan.

Tax advisors generally agree that that both 401(k) plans and Cash Balance plans should be funded to their maximum before other tax-efficient strategies are explored.

Cash Balance Plans

The Value

Good Candidates

How They Work

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (770) 410-4088