Cash Balance Plans

Maximizing Business Retirement Savings

If you are a business owner, you can maximize cash flow and save more income on a pre-tax basis with a Cash Balance Plan. It needs to be customized to your revenue, cash flow and personal savings goals. A Cash Balance Plan is a defined benefit plan that resembles a 401(k) plan in function and appearance and allows a small business owner to potentially save a higher percentage of their income on a pre-tax basis. 
Watch our video and learn more.

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