Can You Combine a Cash Balance Plan with Other Retirement Plans? The #1 Guide
Cash balance plans are great retirement structures. But you have to be careful if you … Read more
Conservative Cash Balance Plan Investment Allocations: 3 Great Examples
So, you have your cash balance plan set up. You’ve even opened up your investment … Read more
White Coat Investor Cash Balance Plan Article: Why We Wrote It
I often speak with physicians who are looking to improve their retirement situation. But more … Read more
Determining if you have a ‘Solo’ Plan or a ‘Group’ Plan
Have a defined benefit plan, cash balance plan or 401(k)? Determining whether or not you … Read more
Defined Benefit Plan Actuary Explained: Rules + Why You Need One [Video] ✅
If you set up a defined benefit plan, you must have an actuary. But don’t … Read more