Defined Benefit Plans for Dummies [2025 Update]
Defined benefit pension plans are probably the #1 retirement structure. They work great for business …
Defined Benefit Plan Disadvantages [+ IRS Pitfalls❌]
Defined benefit plans are my favorite retirement structure for high-income business owners. But are you …
Can an LLC Have a Cash Balance Plan or Defined Benefit Plan?
Yes, it is possible for a limited liability company (LLC) to establish a cash balance …
Trading Stock Options & Derivatives in a Solo 401(k) or Defined Benefit Plan
There are many issues to consider when trading options (including calls and puts) or other …
Cash Balance Plan Rules for Physician Groups With Multiple Entities
We know that physicians are great candidates for cash balance plans. This is because they …
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 …