Free Cash Balance Plan Ebook

We know that cash balance plans can be difficult to understand. That’s why we have created our ebook titled “Top 10 Cash Balance Plan Strategies.”

In this ebook, we not only cover the basics of cash balance plans but discuss many of the strategies that we use to supercharge our client’s retirement accounts and save substantial amounts of tax. We cover the following:

  • How funding a cash balance plan can save over 40% in tax
  • Tips and tricks to maximizing owner contributions
  • How to combine a cash balance plan with other retirement structures
  • Using life insurance and alternative assets in a plan
  • And much more

So get the FREE ebook here and take charge of your retirement.