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.

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Additional Resources

Cash Balance

Cash Balance Plan for Business Owners

A Cash Balance Plan can help business owners contribute significantly more toward retirement than a traditional 401(k) while creating substantial tax deductions.

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More savings, fewer taxes: 401(k) Tax Benefit

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!

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12 Essential Cash Balance Plan Questions

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.

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