Defined Benefit Retirement Plan [Strategies + IRS Hazards]
We know it is tough to understand how a defined benefit retirement plan works. In …
Cash Balance Plan Minimum Contribution Guide [+ IRS Funding Hazards]
A cash balance plan comes with minimum, maximum and target contribution levels. We recommend funding …
Control Groups: Understanding Attribution Between Spouses
As a general rule, an individual is attributed any ownership interest held by their spouse …
Leased Employee Rules: The Complete Guide
Employee leasing is a widely used practice. In this arrangement, a Professional Employer Organization (PEO) …
How to Invest Assets in a Cash Balance Plan [Options & #1 Strategy]
Many of our clients are thrilled to know that they can manage their own cash …
Cash Balance Plan Distribution Options: How to ‘Avoid’ Mistakes
Cash balance plans are great for making large tax-deductible contributions. But what do you do …