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 $471,500 per year. Contribution limits are based on the age of the owner.
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.