Stacking a Cash Balance Pension Plan on top of a Profit Sharing 401(k) can provide the largest tax savings for high income business owners. For small business owners, who don't want to have to work ...
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Cash Balance Plan

What Is a Cash Balance Plan? A cash balance plan resembles a defined-benefit pension plan where an employee is guaranteed a certain sum of money upon retirement. This sum is a combination of employer ...
Most of our readers are regular W-2 employees working for a paycheck, and most of my recommendations in the Dent 401k Advisor, which we released to subscribers last week, are focused toward helping ...
Cash balance pensions have seen significant growth over the past two decades, with their numbers increasing 15-fold and now accounting for nearly 50% of all defined benefit plans. Unlike traditional ...
A growing number of doctors, attorneys, and small business owners are discovering that a lesser-known retirement strategy could help them save hundreds of thousands in taxes — and build a much larger ...
Nearly every business owner I meet (and I’ve met a lot of them) complains about the taxes they owe. What surprises me is how few of these successful business owners are getting even basic tax-planning ...
Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest crediting rate. “Well-managed, daily valued” market-based cash balance ...
High-current-income business owners can’t afford to sit still with the IRS loading up its audit and IT staff to drive federal tax revenue. Cash benefits plans can help lower tax burdens and build a ...
WASHINGTON -- Workers across the country could be shortchanged by almost $200 million a year because hundreds of companies have switched from traditional pension plans to arrangements targeted at a ...
Gov. Bobby Jindal rolled out a proposal Wednesday for a massive overhaul of state employee pension systems that would move some new workers to a 401(k)-style plan, increase the retirement age for some ...
At 4:15 p.m. this afternoon, Kodak filed its annual Form 10-K and issued its release on financial results for the fourth ...