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.
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.
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.