The SECRET Retirement Plan for Professionals & Small Businesses!

Looking for a powerful tax-saving and retirement tool? Adam Bergman dives deep into Combo Cash Balance Plans with Jason Grant, VP of Sales at Pension Investors. Learn how these plans work and discover if they’re right for your business. From maximizing contributions to flexible funding options, this video breaks it all down with real-life examples. Don’t leave money on the table—find out how to secure your financial future today!

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About Pension Investors:
Pension Investors Hollywood is a leading and respected pension plan administrator in the United States. With over 53,000 participants and management of more than 3,800 plans, they have helped clients save over $2.6 billion in retirement assets. Specializing in a wide range of retirement plans, including 401(k) and defined benefit plans, Pension Investors is dedicated to providing personalized, boutique services. Their comprehensive offerings include plan design, implementation, compliance, and administration, ensuring clients receive expert guidance and support in achieving their retirement goals.

For more information, visit https://pensioninvestors.com

About IRA Financial:
IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. He created IRA Financial to educate retirement account holders about the benefits of self-directed retirement plan solutions, allowing investments in alternative assets like real estate.

Please note: IRA Financial is a retirement account facilitator and custodian. We are not a law firm or fiduciary. We do not provide legal services or advice. Always consult with appropriate legal, tax, and investment professionals before making any investment decisions.

Learn more: https://www.irafinancialgroup.com/abo...

TIMESTAMPS:
0:00 Intro
0:29 What is a Combo Cash Balance Plan?
1:01 Contributions Breakdown: 401(k) + Cash Balance Plan
2:17 Flexibility of Cash Balance Plans
2:33 Real-Life Scenarios: Small Business Contributions
3:11 Lifetime Benefits: How Far Can You Go?
4:13 Why Aren’t All Small Businesses Using This?
4:47 Defined Benefit Plans: Powerful Tools for Professionals