For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

Cash balance pension plans became popular in the late 1980s and early 1990s, especially with companies such as IBM, Xerox and AT&T, which at the time had large liabilities in their traditional defined ...

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

In today's ever-changing world of retirement planning, cash balance pension plans have become a popular choice for business owners and high-earning professionals. These plans are a fantastic way to ...

Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans outpacing 401(k)s in growth. FuturePlan by Ascensus, a national third-party ...

Many successful business owners and professionals begin their high-earning years belatedly because of lengthy educational requirements and initial careers as employees. Financial planning for this ...

Large deductions and accelerated savings. This may sound like a pipe dream, but for business owners, a cash balance plan has the potential to provide both. A cash balance plan is a type of defined ...