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

What Is a Cash Balance Plan? A cash balance plan resembles a defined-benefit pension plan where an employee is guaranteed a certain sum of money upon retirement. This sum is a combination of employer ...

Cash balance plans have become increasingly popular in recent years. Findings from FuturePlan by Ascensus suggest these plans are the fastest-growing sector of the retirement plan market, with more ...

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 ...

A growing number of doctors, attorneys, and small business owners are discovering that a lesser-known retirement strategy could help them save hundreds of thousands in taxes — and build a much larger ...