Cash balance plans are one of the most popular plans in the retirement space. These plans allow for significant tax deduction for business owners and provide a means of accelerating their retirement savings. What is a Cash Balance Plan? A cash …
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Top 10 Cash Balance Plan Strategies
Self Directed Solo 401k
Here is what we do for you: Draft plan document; Draft board or member adoption resolution; Obtain EIN (tax id#) for the Solo 401k trust; Assistance with opening up trust bank accounts for new Solo 401k; Free consultation regarding …
At Emparion, we are a leading provider of retirement services and strategic fringe benefit planning. Our goal is to understand your retirement and benefit needs and structure our services accordingly. Our goal is to educate our clients on …
What Our Clients Are Saying:
I had no idea what a cash balance plan was. But since I set one up, I have saved thousands in tax and put a sizable amount in retirement. I can't thank them enough for the retirement structuring ideas!Sam Weimer
When my business took off, so did my tax bills. I wanted to maximize retirement contributions but didn't know how. Thanks to Emparion I was able to mitigate my taxes and supercharge my retirement.Bill Knight