Save More for Retirement—and on Taxes

Case Study

Save More for Retirement—and on Taxes

A business owner used a Cash Balance plan to contribute over $400,000 toward retirement in one year while saving over $100,000 in taxes. Learn how strategic plan design can maximize retirement contributions and tax benefits.

Download the Case Study

Additional Resources

Cash Balance

Save up to $480,500/year and cut your tax bill with the Tax Advantage Layer Cake—a powerful combo of Safe Harbor 401(k) and Cash Balance Plan for high-earning business owners. IRS-approved and employee-friendly!

Read the Article

Cash balance plans can help business owners supercharge retirement savings and slash taxes. Learn how this hybrid plan works, who it’s for, and why pairing it with a 401(k) could be a smart move for your business.

Read the Article

Adding a Cash Balance Plan to your company’s 401(k) can save you thousands in taxes. Download the Cash Balance Plan Guide to see how.

View Resource