Tax planning is a great way to help increase your take-home pay as a small business owner. Setting up a Cash Balance Plan could save a business owner $100,000 or more in yearly taxes. These tax ...

Cash balance plans continue to gain acceptance. Per the 2016 National Cash Balance Research Report from Los Angeles-headquartered retirement consultants Kravitz Inc., these plans now account for 29 ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as less risky than traditional DB plans. There were 10,609 cash balance plans covering ...

The estimate of benefit cashflows themselves is independent of current market conditions, so as yields rise the present value (liability) drops, and as yields fall, the present value increases.

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 ...

The retirement reform legislation requires interest credits to be “reasonable” and no higher than 6%. The SECURE 2.0 Act, signed into law by President Joe Biden on December 30, 2022, contains a ...

Is your company interested in additional tax deductions and increased retirement savings? Does your company desire deductible contributions greater than the annual additional maximum per person of $49 ...