『Quick Tip Tuesday - How Business Owners Can Accelerate Retirement Savings』のカバーアート

Quick Tip Tuesday - How Business Owners Can Accelerate Retirement Savings

Quick Tip Tuesday - How Business Owners Can Accelerate Retirement Savings

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Dave and Ken explain how a cash balance plan can supplement a traditional 401(k) and potentially allow eligible, high-income business owners to make substantially larger pre-tax retirement contributions. The conversation covers the types of owners who may be a good fit, how these plans are established and administered, and how they may support retirement catch-up and business-exit planning. We also stress the importance of working with qualified tax, legal, actuarial and financial professionals.

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