Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans
A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry’s best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the
A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry’s best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and administration. This accessible, highly readable book explains all the essentials of these complex tax-qualified plans. Supported by case studies, checklists, charts and diagrams, the book shows exactly how Cash Balance Plans can take business owners beyond the 401(k) to accelerate retirement savings, reduce taxes, and deliver better benefits for employees.
Product Features
- ISBN13: 9780982873007
- Condition: New
- Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!
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Beyond the 401(k) I really love this book. I read it once cover to cover and am going back through it to try to really engrave it in my memory. It is the most understandable, readable explanation of Cash Balance plans that I have ever seen.If you are a professional service provider, sole proprietor, or other high earning individual frustrated by the low limits on your tax deductible contributions your defined contribution plan, READ THIS BOOK!If you are an investment advisor for…
Five Stars Good for 401k specialists
Excellent source in my business of finance Excellent source in my business of finance. Great for educating the participants of 401(k)s Learned how to keep things simple when explaining these vehicles along with comparisons.