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Fisher\SMB logo in blue with an orange diagonal accent, centered on a light gray background. |
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Text appears on screen: What if you could save significantly more for retirement while lowering your taxable income today? |
What if you could save significantly more for retirement while lowering your taxable income today? |
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Text appears on screen: Most business owners are familiar with 401(k)s. |
Most business owners are familiar with 401(k)s. |
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Text appears on screen: There may be another strategy. |
But many don’t realize there may be another strategy that lets them save substantially more each year. |
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Text appears on screen: It’s called a Cash Balance Plan |
It’s called a Cash Balance Plan. |
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The question “What is a Cash Balance Plan?” appears in the middle of the screen.
This question moves up to the top center and additional text is added to the screen: A Cash Balance Plan is often paired with a 401(k), and it can help create substantial tax deductions. |
A Cash Balance Plan is often paired with a 401(k), and it can help create substantial tax deductions. |
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Three bullets point enter the screen from the bottom with the text: age, income and business structure.
To the right of the text, there is a man putting coins into piggy banks on his left and right sides. |
Depending on your age, income, and business structure, you may be able to contribute hundreds of thousands of dollars a year toward retirement. Far beyond what a 401(k) allows on its own. |
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Text appears in the middle of the screen: keep more money for your future instead of sending more to taxes. |
For many owners, that means keeping more money working toward their future, instead of sending it to taxes. |
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Text appears on the screen: Is a Cash Balance plan right for you?
A bullet pointed list enters the screen from the bottom with text: consistent revenue, high income and smaller team. |
It may be worth a look if your business has consistent revenue, you’re a high earner, and you have a relatively small team. |
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Text still on the screen: Is a Cash Balance plan right for you?
A bullet pointed list enters the screen from the bottom with text: costs to consider and funding requirements.
A hand is waving money around in his hand on the right side of the text. |
Of course, a Cash Balance Plan isn’t right for every business. There are costs, funding requirements, and other factors to weigh. |
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Text on the screen appears: Explore your options before you decide.
An animation of a pie chart getting put together comes in on the left. |
That’s why it’s worth exploring your options before you decide. |
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Text appears on the screen: We’re here to help.
Text gets added: We were to help with: your goals, your employees and your future. |
At Fisher\SMB, we help business owners evaluate whether a Cash Balance Plan makes sense for their goals, their employees, and their long-term future. |
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meredithdrinkwater@frs.net |
Schedule a consultation today. Visit Fisher/SMB or call 844-238-1247 |
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Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions®, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. © 2026 Fisher Retirement Solutions. K072612MW |
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