Cash Balance Plans

Are you looking for a larger tax deduction?  Are you looking to save and invest more money than your 401(k) will allow?  A Cash Balance Plan can meet both of these needs!

Ideal candidates for Cash Balance Plans included:

  1. Partners, Principals and Sole Proprietors seeking a tax deduction of more than $50,000 or who have income of more than $250,000 per year.
  2. Highly profitable companies of all sizes.
  3. Successful family businesses and closely held businesses.
  4. CPA and law firms, medical groups and professional firms.
  5. Business owners who need to squeeze 20 years of retirement savings into 10 years or less.

We are Cash Balance Plan specialists and partner with the leading design and administration firms in the nation.

Imagine being able to save and invest $100,000 or $200,000 more per year with PRE-TAX contributions!

The tax savings is incredible.  Look at the total pre-tax investment amounts in the table below with an example of potential tax savings.

Don’t delay if you want to take advantage of a Cash Balance Plan.  They must be established in the tax year for which you want to make contributions!

Give us a call at 888-845-4141 to discuss the details for your situation.  Feel free to complete this Census Request Form, and email or fax it to us at (916) 222-7797.