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.
Cash Balance Case Study
See how a high-earning business owner can use an IRS-sanctioned strategy to reduce her tax bill by over $100K2 a year
Cash Balance Guide
Results
2023 Contribution Limits
Save this handy table to determine just how much you could be contributing to your own retirement — with and without applying a Cash Balance to your retirement program.
Contact Us
One of our 401(k) business specialists would love to talk to you about your companyβs retirement plan needs.
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(844) 238-1247
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