What is the difference between a cash balance plan and a 401(k) plan?
You are probably very familiar with 401(k) plans. But how much do you know about …
Valuing Self-Directed Assets in a Cash Balance Plan or Defined Benefit Plan
Investing in real estate, private notes and other non-qualified investments within a qualified retirement plan …
Reviewing W2 Compensation For S-Corps and C-Corps: Cash Balance Plan Payroll
The #1 entity structure for a cash balance plan is the S-Corp. In fact, around …
How do Schwab Personal Defined Benefit Plans Compare to Emparion Cash Balance Plans?
I know that Schwab has a personal defined benefit plan. How does that plan compare …
Retirement Plan Restatements: Everything You Need to Know
If you’re a business owner with an active retirement plan, whether it be a defined …
Cash Balance Retirement Plan: Our Favorite Structure [+ IRS Hazards]
Even though recent tax reform has lowered tax rates, chances are you still are looking …