Are you looking to provide your clients with robust retirement savings options and tax advantages? A cash balance plan may be the solution you're seeking.
A cash balance plan combines features of both traditional pension plans and defined contribution plans. From potential tax savings to complementing a 401(k), cash balance plans offer a straightforward way to help your clients save for retirement while simultaneously reducing their tax burden.
Jim will be joined by two panelists, John Grace from Sentinel and John Arendshorst from Varnum LLP, to discuss the essentials of cash balance plans. They will cover the following topics:
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