For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

For high earners racing to close a retirement gap, traditional 401(k) limits can feel like a ceiling on their future lifestyle. Cash balance plans quietly sidestep that ceiling, letting business ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

In today's ever-changing world of retirement planning, cash balance pension plans have become a popular choice for business owners and high-earning professionals. These plans are a fantastic way to ...

Cash balance plans are designed for high-income professionals and business owners who want to reduce their taxable income. Depending on age and income, it's common to contribute $100,000 to $300,000 a ...

Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans outpacing 401(k)s in growth. FuturePlan by Ascensus, a national third-party ...

Source: October Three Consulting LLC. Past performance is no guarantee of future results. The value of in-plan cash balance plan annuitization: Note that the value of the cash balance annuity is 20–30 ...