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

Learn about the difference between bulls and bears—markets, that is!

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

This video discusses issues related to your retirement accounts when you move on from your job.