Already maxing out your 401(k) but still facing a large tax bill? Tiffany Phillips, CPA and tax strategist, explains how a cash balance plan may help profitable business owners put much more toward retirement while reducing current taxable income.

Through two simple examples, learn why a bigger deduction also means a bigger cash commitment. Tiffany covers employee costs, funding duties, hiring plans, and what happens when business slows. She also explains the 2026 contribution limits and why adoption and funding deadlines aren’t the same.

These tax strategies require careful planning, and future withdrawals are generally taxable. Learn how retirement design can support your business finance goals and long-term wealth planning.

For more year-round tax planning ideas, get Tiffany’s book, Your Biggest Expense, through the description link.

Next Steps:

💰 Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️https://calendar.phillipsbusinessgroup.com/tax 📧 Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! 👉if you want me to help you with YOUR Cash Balance Plan, comment “STRATEGY” and I’ll get you some more information!