The Benefits of Cash Balance Plans

Cash balance plans are a powerful retirement savings tool, but they are not for everyone. For high-income business owners closing in on retirement, they offer substantial benefits.

In this exclusive article, Adviser Investments Partner and Wealth Advisor Kari Wolfson, CFP®, AWMA® defines cash balance plans and explains how you can use them to supercharge a retirement savings plan.

Kari covers:

  • Pros and cons of cash balance plans
  • Contribution limits and requirements
  • The importance of a stable income stream
  • How to start a cash balance plan

If you’re a small business owner or want to rapidly fund your retirement, cash balance plans are an advanced, highly customizable solution worthy of consideration. Please fill out the form on this page to get access now!

Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

Our statements and opinions are subject to change without notice. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.

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