Tag Archives: TPA

Owner Only Cash Balance Plans

Have you ever considered Owner Only Cash Balance plans? Check out this example wherein the owner is making more than the 2013 maximum compensation limit of $255,000 and is 48 years old. Based on the calculated 415 maximum lump sum, he can make an annual contribution of $125,824. Using the Smart Projection in the RPC […]

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Who are Good Candidates for Cash Balance Plans?

Cash balance plans are surging in popularity. According to a recent survey, the number of cash balance plans has nearly quadrupled since 2001. Cash balance plans offer a number of advantages that other retirement vehicles don’t. Depending on the firm, annual tax deductions of $100,000 to $200,000 per owner are possible. Owners can also put […]

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