If you are a professional, small business owner, or self-employed, and your business is profitable, it will be to your advantage to look into these plans. Unlike 401K plans, the deferral contribution can be significantly larger for participants. Couple the plan with a vesting schedule and the value of a Cash Balance Plan to business owners and professionals could outpace any other retirement savings vehicle.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.