The Cash Balance Plan

A Retirement Plan For Highly-Successful Entrepreneurs.

Contribute up to $300k+ in a retirement plan PRE-TAX and save up to 6-digits in taxes.

 Who Is A Cash Balance Plan For?

Cash Balance Plans are designed for the highly successful entreprenuer who want, or need, to save alot more than a traditional 401(k) plan.

They work best with solo-prenuers or employers with small teams.

 These specialized retirement plans allow you to contribute up to $300k+ pre-tax while saving you over to 6-digits in taxes.

Connect with one of our experts to see how you can benefit from a Cash Balance Plan. 

Life, Inc. Takes Care Of Everything 

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Investment Management

We act as fiduciary of your plan.

Which means we handle the investmenting of your plan to keep you on track and compliant.

 

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Administration

We handle all the filings, notices and administration of your plan.

You focus on your business and we’ll handle the rest.

 

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Compliance

Your plan is require to perform annual compliance testing. 

Our experts give you proactive planning advice to maximize your savings.

 

The Solution

A Powerful Savings Tool

The Cash Balance Plan is a very powerful savings tool that gives you the ability to save up to $300k+ pre-tax.

Traditional 401(k) plans cap you at $19,500.  Which only scratches the service when you’re looking to save money on your taxes.

By layering a cash balance plan on top of a 401(k) plan & profit sharing, the savings potential multiplies.

 

Tax Savings

As a highly successful entreprenuer, tax savings can be your greatest ROI.

As your income increases, your tax liability increases.  And, if your overhead is low, you need to find a different solution.

Cash Balance Plans can reduce entreprenuer’s tax liabilities by over $100k+!

 

Recruit The Best Talent

Finding top-tier talent can be difficult. 

Many larger companies recruit high-level talent with lavish benefit packages.

Adding an additional level of retirement savings contributions through a cash balance plan sets you apart from your competition.

Connect with our experts to get a personalized quote on your savings potential.

 

 

Request A Call With One Of Our Experts.

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