Try This Tax Strategy to Maximize Your Retirement Savings

With enough planning in place, you can retire comfortably–or early, even.
Here are three highlights from Kathy Kristoff’s “How to Play Catch-Up” article in Inc. magazine. You can read the whole article here.
  1. Cash Balance Plans provide business owners with a tax-deductible way to accelerate their retirement savings.
  2. Business owners can add a Cash Balance Plan to an existing 401(k) Profit Sharing Plan.
  3. It is worth it for business owners to do the math on Cash Balance Plans.

Are you interested in learning more about how a Cash Balance Plan could help you? If so, please contact Wendy Frame or Jeremy Palm today for a free retirement plan design consultation for your business.

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