Well-designed retirement plans can generate enormous wealth for a business owner at retirement. Unfortunately, complex rules, confusing terminology and mathematically driven formulas tend to scare off ...

For many successful business owners, there comes a point when traditional retirement plans just don't move the needle anymore. If you're hoping to further reduce your taxable income and accelerate ...

Tax planning is a great way to help increase your take-home pay as a small business owner. Setting up a Cash Balance Plan could save a business owner $100,000 or more in yearly taxes. These tax ...

An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as less risky than traditional DB plans. There were 10,609 cash balance plans covering ...

Cash balance plans continue to gain acceptance. Per the 2016 National Cash Balance Research Report from Los Angeles-headquartered retirement consultants Kravitz Inc., these plans now account for 29 ...

Many profitable small-business owners would like to have a retirement plan that can provide more than $50,000 of deductible contributions to the owners and other key employees.A defined-benefit plan ...

Because cash plays such a vital role in the ongoing financial health of small businesses, some companies take specific actions to ensure they have access to cash when needed. To do this, these ...