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Cash Balance Plan

Ideal Candidates for Cash Balance Plans

Ideal Candidates for Cash Balance Plans

  1. Principals seeking a tax-deduction of more than $60,000, or who make more than $250,000 per year
  2. Successful family businesses
  3. Medical groups, law practices, and persons in the agriculture profession
  4. Older owners who need to squeeze 20 years of retirement savings into 10