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 ...

Well-designed retirement plans can generate enormous wealth for a business owner at retirement. Unfortunately, complex rules, confusing terminology and mathematically driven formulas tend to scare off ...

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 ...

For many successful business owners, there comes a point when traditional retirement plans just don't move the needle anymore. If you're hoping to further reduce your taxable income and accelerate ...

The estimate of benefit cashflows themselves is independent of current market conditions, so as yields rise the present value (liability) drops, and as yields fall, the present value increases.

Adviser Matt Stratman writes that cash-balance plans have been growing in popularity. This little-known strategy can cut taxes while paying business owners at the same time. The federal government cut ...