Cash Balance Plans for Businesses
With world-class investing, financial planning, and decision-making advice, Rebalance 360 combines three powerful services into one transformative approach.
Cash Balance Plans for Businesses
The powerful tax strategy for business owners
Adding a Cash Balance Plan to your company’s 401(k) plan can save you up to $150,000+ or more on your tax bill!
How a Cash Balance Plan Works
What a Cash Balance Plan is
A Cash Balance Plan is a retirement plan that works alongside a traditional 401(k) plan. A Cash Balance Plan allows business owners to contribute $400,000+ per year. Contribution limits are based on the age of the owner.
Why a Cash Balance Plan is important
A Cash Balance Plan helps business owners leverage their finances and save more money tax-deferred. Often, business owners are able to fund a large portion of their retirement with the money that a Cash Balance Plan allowed them to save in taxes.
How Rebalance can help
A Cash Balance Plan can be complex, and implementation can require a plan advisor with deep expertise. Rebalance has several years of experience helping business owners set up this sophisticated retirement strategy.
How much can you save with a Cash Balance Plan?
Fund a sizable portion of your retirement nest egg using money that you would otherwise have paid in taxes. Download this helpful one-pager to view potential tax savings by age.
Cash Balance Case Study
See how a high-earning business owner can use a Cash Balance Plan as an IRS-sanctioned strategy to reduce their tax bill by over $100K a year.
Download Our
Cash Balance Guide
Questions about Cash Balance plans? Everything you need to know to unlock huge savings can be found in our Cash Balance Plan guide.
