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 ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

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 ...

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 ...

Is your company interested in additional tax deductions and increased retirement savings? Does your company desire deductible contributions greater than the annual additional maximum per person of $49 ...

The estimate of benefit cashflows themselves is independent of current market conditions, so as yields rise the present value (liability) drops, and as yields fall, the present value increases.

As farmers approach retirement, extra income taxes may be owed on the built-up grain holdings that they sell in their final year of farming without offsetting deductions. These deductions are incurred ...