Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
612-822-4611

  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans

Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans

Guidroz, Ken
Sansone, Steven
Kravitz, Daniel

Paperback

Investing & Finance

ISBN10: 098287300X
ISBN13: 9780982873007
Publisher: Createspace
Published: Aug 20 2010
Pages: 170
Weight: 0.67
Height: 0.36 Width: 7.00 Depth: 10.00
Language: English
A complete step-by-step guide written 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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