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Here Are Five Things to Know About Cash Balance Plans

Many professionals and business owners spend years or even decades building a successful business, only to come to the realization that their retirement savings was being neglected during those years. If this sounds familiar, you have options. A Cash Balance Plan can help get you on the fast-track to a comfortable retirement with the following tips:
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What’s in the white paper?

  • Understanding what a Cash Balance Plan is, and what it isn’t
  • How to use a financial advisor with ERISA experience to help you navigate the sometimes complicated nuances of Cash Balance Plans
  • What tax advantages are available with Cash Balance Plans
    • How Cash Balance Plans work, and more importantly, how they can work for you
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Here Are Five Things to Know About Cash Balance Plans