A Small Business Owner’s Guide to Cash Balance

The guide provides information on how adding a cash balance plan to your retirement plan design can help you accumulate additional retirement savings and provide opportunities for higher tax deductions.

It includes:

  • Advantages of cash balance plans
  • Details on how the plans work
  • Examples of potential accumulations
  • Diagram of typical employee costs
  • And more

There is still time for you to meet the deadline of August 1st, to take advantage of 2020 tax deductions.



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