In today's ever-changing world of retirement planning, cash balance pension plans have become a popular choice for business owners and high-earning professionals. These plans are a fantastic way to ...

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 ...

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 have exploded in popularity and now hold more than $1 trillion of wealth. The plans are complicated. They ...

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 ...

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 ...