Is a Cash Balance Plan Right For You?
Cash Balance Plans:
Your Solution if You Have Employees
If you have employees, a type of Defined Benefit plan called a Cash Balance plan may be a great option for you. In fact, you can combine a Cash Balance plan and a 401(k) Profit Sharing plan for your business to provide a flexible solution that helps you save more for your retirement, while also helping your employees save and providing a valuable employment incentive.
Key Benefits of a Cash Balance + 401(k) Profit Sharing plan include:
To read more about how Cash Balance plans help business owners, read our Case Studies:
Read more detail about these powerful tax and retirement savings options and find out if they will work for you.
How much can you save? Take 1 minute to fill in our short Tax Savings Analysis form and we will help you find out.
Read how these plans have helped other self-employed professionals and business owners save tens of thousands.
We craft custom retirement plan solutions to maximize clients’ tax savings while rapidly building retirement wealth.