Cash Balance plans offer a strategic avenue to enhance retirement savings, optimize tax efficiency, and capitalize on earning potential, particularly during high-income phases. These plans provide more flexibility than traditional pension options while enabling substantial annual contributions, often complementing existing 401(k) or profit-sharing arrangements. In this episode, ACap's Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company, to provide a comprehensive overview of Cash Balance Plans.
Join us to learn:
- Determining the suitability of a Cash Balance plan for your business
- Differentiating Cash Balance plans from alternative retirement savings vehicles
- Estimating potential savings opportunities through plan adoption
- Exploring the tax advantages associated with Cash Balance plans
Schedule a Consultation:
https://www.acapam.com/contact/
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA
12031 Ventura Blvd., Suite 1
Studio City, California 91604
(818) 272-8511
[email protected]