5 Steps to Adding Your Spouse to Your Cash Balance or Defined Benefit Plan
We work with a lot of solo professionals who are looking to add their spouses …
Structured Settlement? Try a Cash Balance Plan Instead [Examples]
We have many attorney clients. Some of them came to us when they were originally …
Am I a Good Candidate for a Cash Balance Plan? [Examples + FAQ]
Cash balance plans are complex retirement structures. They are great for the right candidate. But …
Financial Planning for Lawyers: Our Top Tax and Retirement Strategies
Tax and retirement structuring are essential components of financial planning for lawyers, who often face …
Physician Retirement Age by Specialty
The medical profession is one of the most demanding careers. It requires years of education, …
How Do I Manage My Defined Benefit Plan If My Income Is Volatile? [Podcast]
Running a business or working in a field with fluctuating income, such as litigation or …