A Cash Balance Plan is one of the most powerful tools available for high-income business owners, including doctors, to reduce taxes while accelerating retirement savings.

In this presentation, I explain how Cash Balance Plans work, how they differ from traditional 401(k)s, and how they can help you contribute—and deduct—hundreds of thousands of dollars annually. You’ll learn who qualifies, how contributions are calculated, and the tax and long-term planning advantages these plans offer.

For professionals, medical practice owners, and small business operators seeking large, legal tax deductions, Cash Balance Plans can be transformative. Implementing one correctly can help you defer more income, lower current taxes, and build wealth faster for retirement. Learn more: https://www.cummings.law