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Try This Tax Strategy to Maximize Your Retirement Savings

Published: Aug 28, 2023
By: Wendy Frame; Jeremy D. Palm
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With enough planning in place, you can retire comfortably–or early, even.

Here are three highlights from Kathy Kristoff’s “How to Play Catch-Up” article in Inc. magazine. You can read the whole article here.

Cash Balance Plans provide business owners with a tax-deductible way to accelerate their retirement savings.
Business owners can add a Cash Balance Plan to an existing 401(k) Profit Sharing Plan.
It is worth it for business owners to do the math on Cash Balance Plans.

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Wendy Frame

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Jeremy D. Palm

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