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

When markets shift, experienced investors stick to their strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

There are three things to consider before dipping into retirement savings to pay for college.