Enhancing Retirement Wealth for High-Income Business Owners: Leveraging the Benefits of Cash Balance Plans.
Cash Balance Plans are a powerful retirement savings tool primarily designed for high-income business owners and professionals. These plans offer an accelerated path to building substantial retirement wealth while providing tax advantages and financial security.
With Cash Balance Plans, business owners can strategically boost their retirement savings and secure their financial future.
Contribution Limits:
Eligibility:
Let’s Start
For High-Income Business Owners
Think outside the box with one of our advanced plan design option for high-income businesses. Stack a Cash Balance Plan onto your new, or existing 401(k) and profit sharing plan to safe up $100k+ in taxes.
Cash Balance Plans are a powerful retirement savings tool designed primarily for high-income business owners and professionals, including doctors, lawyers, and others in lucrative fields.
These individuals can leverage these plans to maximize their retirement savings while enjoying significant tax advantages, making Cash Balance Plans a strategic choice for building substantial retirement wealth.
Business owners approaching retirement who are looking to stockpile their retirement savings can greatly benefit from these types of plans. These plans allow them to make substantial contributions in a shorter time frame, providing a financial cushion for retirement.
Business owners with limited or no employees, including solo entrepreneurs, can strategically utilize Cash Balance Plans to maximize contributions to their own retirement accounts.
These plans offer an efficient way to build substantial retirement savings while providing flexibility in contribution limits, making them an ideal choice for those seeking to prioritize their own financial future.
Consider exploring alternative plan options that could also suit your needs, in addition to the Cash Balance Plan.
Often Paired
Select from pre-approved matching and vesting schedules to simplify compliance requirements.
Tailor your matching and vesting schedules to align with your budget and safeguard your cash flow.
Advanced Strategy
Select a plan for targeted benefits to specific employees, offering added flexibility for you and your employees.
"*" indicates required fields