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 into a tax-qualified trust. With the right partner and resources, it is fairly easy for advisors to gain the knowledge needed to begin marketing and serving Cash Balance clients. Here are five reasons advisors should consider making Cash Balance Plans part of their practice.
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Podcasts
An Introduction to 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. . . .
Retirement
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 . . .
Retirement
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 . . .