As October 15th approaches and year-end tax planning begins, we wanted to provide you with a reference tool to discuss and help your clients evaluate whether or not it is time to consider a Cash Balance Defined Benefit Plan.
If your client max-funded Profit Sharing in 2022 or is searching for higher contributions and corporate deductions in 2022, now might be the right time to work with CrossPlans to explore whether or not a Cash Balance Defined Benefit Plan makes sense for their business.
If you want to help maximize your client’s Qualified Retirement Plan solution and optimize their retirement savings by generating a significant corporate-level deduction, that's where a cash balance retirement plan comes in.
Contact Jordan, Marty or any Retirement Plan Consultant at CrossPlans to learn more!