Cash Balance Plan
Cash Balance Plan

Ideal Candidates for Cash Balance Plans
- Principals seeking a tax-deduction of more than $60,000, or who make more than $250,000 per year
- Successful family businesses
- Medical groups, law practices, and persons in the agriculture profession
- Older owners who need to squeeze 20 years of retirement savings into 10
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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