WEBINAR: Understanding Cash Balance Plans

Cash Balance plans are a way to save more for retirement, reduce your taxes, and accelerate your savings during your high income earning years. They have more flexibility than a traditional pension plan, but allow for similarly high contributions year over year and are usually paired with existing 401(k)/profit sharing plan. In this month's webinar, ACap's Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company to discuss the basics behind Cash Balance Plans.

What You Will Learn:
Is your business the right type of business for a Cash Balance plan
How a cash balance plan differs from other retirement savings vehicles
How much you might be able to save if they open such a plan
How a Cash Balance plan can reduce your tax burden

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DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED