How a Cash Balance Plan Works
We know something you should know. There's a huge tax benefit that no one has told you about. You can save up to $100K or more1 on your tax bill by adding a Cash Balance Plan to your company's 401(k) Program.
What is a Cash Balance Plan
A Cash Balance Plan is a type of retirement plan that allows business owners to contribute up to $407,500 per year. Contribution limits are based on the age of the owner.
Why it's Important
A Cash Balance Plan takes advantage of a business expense that an owner can keep, deduct from profits, and let grow tax-deferred. Owners can fund a sizable portion of retirement savings using money they would have paid in taxes.
How Fisher Can Help
Cash Balance Plans can be complex and require a plan advisor with deep expertise. Fisher is one of America's top advisory firms with experience helping business owners set up this sophisticated strategy.
Must-See 2-Minute Video
Cash Balance 101 for Business Owners
Are You Leaving Money on the Table?
Use our tool to calculate just how much you could be saving on your tax bill (and putting into your own pocket).