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

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

A couple become Retirement Plan Detectives, searching records from old employers.