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Understanding Cash Balance Plans

Written by ACap Advisors & Accountants | Jul 2, 2018 6:49:02 PM

Cash Balance plans are a way to save more for retirement, reduce your taxes, and accelerate your savings during your high income earning years. They have more flexibility than a traditional pension plan, but allow for similarly high contributions year over year and are usually paired with existing 401(k)/profit sharing plan. In this webinar, ACap’s Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company to discuss the basics behind Cash Balance Plans.