Cash Balance Case Study — A Small Business
The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. This action allows the partners significantly higher contribution limits and the opportunity to squeeze 20 years of savings into 10. With these new limits, the partners can contribute 75% to 150% more to their savings plans.
5 Reasons to Add Cash Balance Plans to Your Toolkit
Cash Balance Plans are a type of tax qualified retirement plan that allow business owners to make large tax deductible contributions . . .
How to Talk to Clients About Cash Balance Retirement Plans
Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this. . . .
Sage Cash Balance Plan Strategies
Our strategies are managed to meet the specific objectives of a Cash Balance Plan, including principal protection, common interest crediting rate . . .