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 ...

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

Maximize your retirement savings with a Cash Balance Plan – a hybrid pension option tailored for small businesses.

Cash balance plans, sometimes referred to as cash balance pension plans, have elements similar to certain other pension and defined benefits plans.

1. They help business owner clients rapidly catch up on retirement saving. Cash balance plans are ideal for companies with owners or partners (typically at least 40 years old) that generate ...

Cash balance plans are not well known among the advisor community — but they should be. These excellent vehicles help business-owner clients catch up on retirement savings, realize tax benefits ...

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

Starting five years before her retirement, she could set up a cash balance plan, sell an extra $200,000 of grain each year and have an offsetting cash balance plan deduction to offset the grain sales.

When business owners think about 401(k) plans, they often view them as an employee perk—one of those benefits you consider once your company reaches a certain size or maturity. But what many don’t ...