Client of the Week

This Week

Never Too Early, or Too Late

It’s early January and business owners who don’t want to miss out on 2019 tax savings are already opening Cash Balance plans. It’s also never too late in life: one of our first CB plans is for a 74 year old internist about to sell his patient list but keep his C-corporation going by consulting for the next three years. He’ll use retained earnings to fund an OwnersPlus™ Cash Balance + Safe Harbor 401(k) at $380,000 per year for himself, his wife, and one employee with 97% of the benefit for the owners. Learn more about How Cash Balance Plans Work.

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