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Beyond the 401k: How Financial Advisors Can Grow Their Businesses With Cash Balance Plans
A complete step-by-step guide 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.
170 pages, Kindle Edition
First published August 20, 2010
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Displaying 1 of 1 review
February 17, 2017
Very informative and easy to read!
If you are in the Retirement Planning industry in an way, you should read this book! It explains the basic concepts of the most common retirement plans and the gap where additional help is really needed and how you as an advisor can fill that spot. It's well written, laid out great, and easy to understand.
If you are in the Retirement Planning industry in an way, you should read this book! It explains the basic concepts of the most common retirement plans and the gap where additional help is really needed and how you as an advisor can fill that spot. It's well written, laid out great, and easy to understand.
Displaying 1 of 1 review