One of the most underutilized approaches is also one of the most powerful: cash balance plans, which create the opportunity for both big deductions and big retirement savings. Profit and prosper ...

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

Small business owners can play catch up for retirement and dramatically reduce their tax liability with a stacked approach to Cash Balance Pensions on top of a Profit Sharing 401(k) plan.

As traditional pension plans have largely disappeared over the years, many Baby Boomers heading into retirement today will by ...

If a farmer would like to deduct more than that, then a cash balance plan may make sense. This type of plan allows a farmer to deduct a much larger amount perhaps $200,000 or more. However ...

Because many Southwest pilots hit the 401(k) contribution limit before the tax year ends, the airline added a Market Based Cash Balance Plan (MBCBP) so pilots can receive the entire 17% Southwest ...

Responding to a recent call from a financial advisor in Florida, the ERISA consultants at the Retirement Learning Center (RLC) address a question on cash balance plans and succession planning.

IBM replacing its 401(k) match with a cash balance component in its previously frozen defined benefit plan may encourage other plan sponsors to follow suit. IBM revealed to employees details of a ...

The downside is that their value can change based on market conditions. If you have a riskier portfolio more concentrated in ...

It offers double cash rewards on purchases, charges no annual fee and comes with some solid intro offers. One of them is a balance transfer offer, which can be incredibly helpful if you're working ...