Beyond the 401k: How Financial Advisors Can Grow Their Businesses With Cash Balance Plans
Beyond the 401k: How Financial Advisors Can Grow Their Businesses With Cash Balance Plans

How to Download Beyond the 401k: How Financial Advisors Can Grow Their Businesses With Cash Balance Plans PDF

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.

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  • Released: August 20, 2010
  • Author: Daniel Kravitz
  • Rating: 4,5
  • Publisher: Kravitz Publishing (August 20, 2010)
  • Total Page: 170 pages
  • File Size: 1337 KB
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