A cash balance pension plan is a type of retirement savings account with an option for payment as a lifetime annuity.

As a business owner, a cash balance plan is an amazing way to reduce your tax liability and play catch-up for retirement. How much could a cash balance plan save you?

Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is ...

Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost retirement ...

A cash-balance plan is a defined benefit plan that is a whole lot like a traditional pension, but with a few elements that closely resemble a 401(k).

Cash Balance Plans: Big Deductions and Big Retirement Savings With the IRS focusing more on high-net-worth taxpayers, is it time for business owners to consider implementing cash balance plans?

The government rules for this plan have been refined and clarified over the last decade, and we now know it formally as a cash balance pension plan, or simply cash balance plan (CBP). THE BASICS OF ...

Cash balance plans are powerful, tax-qualified retirement vehicle designed to help your business owner clients rapidly accumulate retirement assets, especially if they've fallen behind in their ...

Readers had questions about cash balance plans after a recent Journal story, and we have answers.

With the IRS focusing more on high-net-worth taxpayers, is it time for business owners to consider implementing cash balance plans?