Cash Balance Plan Vesting: The Complete Guide [+ Pitfalls]
By now you probably understand how cash balance plans work. But how much do you …
How to Terminate or Close a 412(e)(3) Plan: 5 Step Guide
Let me be clear. 412(e)(3) plans can be great retirement structures. Unfortunately, they don’t work …
Cash Balance Plan Formula: Easy 5 Step Process!
I’m going to be honest with you. Cash balance plans can be intimidating. For example, …
Self-Employed Defined Benefit Plan: The #1 Small Business Design
Self employed defined benefit plans offer huge, tax-deductible contributions for small business owners. There is …
Defined Benefit Plan for S-Corp ≈ $3.7 Million Rule [+ IRS Pitfalls]
How would you like to contribute an extra $100,000 to retirement this year? Well, a …
10 Best Physician & Doctor Defined Benefit Plan Strategies [Video]
Medical professionals generally have high-income. But most importantly, they have consistent income. For this reason, …