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 ...

For many successful business owners, there comes a point when traditional retirement plans just don't move the needle anymore. If you're hoping to further reduce your taxable income and accelerate ...

What Is a Cash Balance Plan? A cash balance plan resembles a defined-benefit pension plan where an employee is guaranteed a certain sum of money upon retirement. This sum is a combination of employer ...

An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as less risky than traditional DB plans. There were 10,609 cash balance plans covering ...

A cash refund annuity ensures that any remaining sum paid in premiums is returned to a beneficiary if the annuitant dies before breaking even.

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 ...

Adviser Matt Stratman writes that cash-balance plans have been growing in popularity. This little-known strategy can cut taxes while paying business owners at the same time. The federal government cut ...

Many profitable small-business owners would like to have a retirement plan that can provide more than $50,000 of deductible contributions to the owners and other key employees.A defined-benefit plan ...

Nearly every business owner I meet (and I’ve met a lot of them) complains about the taxes they owe. What surprises me is how few of these successful business owners are getting even basic tax-planning ...