Why Cash Balance Plans Matter for Your Clients
Increased Contribution Limits
Help clients contribute significantly more than 401(k) limits allow, with age-based contributions up to $329,000 for those aged 61-65.
Substantial Tax Deductions
Enable business owners to make tax-deductible contributions above standard defined contribution limits.
Asset Protection
Offer clients enhanced protection of retirement assets from creditors while building wealth for retirement.
Learn from Industry Experts
Andrew Vargas Vila
Retirement Consultant
Andy Larson
Director of Education, Retirement Learning Center
Ready to Expand Your Retirement Plan Advisory Practice?
Schedule a consultation with our cash balance plan experts to learn how you can help your clients maximize tax benefits and retirement savings.