Cash Balance pension Plan
Your Taxes Are Too High? This Fixes That.
The Cash Balance Plan is one of the most effective tax reduction tools available to business owners today. It allows you to make large tax-deductible contributions each year, significantly reducing what you owe right now — while simultaneously building your retirement.
This allows the business owners and high-income professionals to contribute significantly more than any traditional plan — and deduct it all. Depending on your age and income, that can mean $100,000 to $400,000 in annual deductions and substantial immediate tax savings. It's flexible, scalable, and built to work alongside the plans you already have.
The Advantages
Flexibility
You aren’t locked into the plan!
Your plan adapts to your life. Contribution amounts can be adjusted from year to year based on your income, cash flow, or changing financial goals.
Scalability
As your income grows, so do your tax savings!
The more you earn, the more you can contribute to this plan, which results in receiving larger tax deductions.
It's Not Too Late
Even if the tax season has already passed, the door isn't closed.
If you've filed for an extension, we can still set up a plan and apply it to the current tax year. And if the window has fully closed, we'll have your strategy in place and ready to go for next year. The best time to start is always as soon as possible.