Stacking a Cash Balance Pension Plan on top of a Profit Sharing 401(k) can provide the largest tax savings for high income business owners. For small business owners, who don't want to have to work ...

Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest crediting rate.

Tax planning is a great way to help increase your take-home pay as a small business owner. Setting up a Cash Balance Plan could save a business owner $100,000 or more in yearly taxes. These tax ...

Cash balance plans have exploded in popularity and now hold more than $1 trillion of wealth. The plans are complicated. They have some features in common with 401(k)s, even though they are technically ...

Source: October Three Consulting LLC. Past performance is no guarantee of future results. The value of in-plan cash balance plan annuitization: Note that the value of the cash balance annuity is 20–30 ...

There may be renewed interest from companies in starting defined benefit plans and even opening up frozen plans that are not accepting new participants, according to ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Tuesday, March 11th. I'm Ariana ...

As farmers approach retirement, extra income taxes may be owed on the built-up grain holdings that they sell in their final year of farming without offsetting deductions. These deductions are incurred ...

If you’re seeking a new niche to expand your plan consulting business, the growing market for cash balance plans (CBP) is worth considering. According to the 2016 National Cash Balance Research Report ...

Cash balance plans continue to gain acceptance. Per the 2016 National Cash Balance Research Report from Los Angeles-headquartered retirement consultants Kravitz Inc., these plans now account for 29 ...