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

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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