Cash Balance plans offer a great way to boost your retirement savings, lower your taxes, and speed up your savings during high-income years. They provide more flexibility compared to traditional pension plans, yet allow for high annual contributions and are often paired with existing 401(k)/profit sharing plans. In this episode, ACap's Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company, to discuss the fundamentals of Cash Balance Plans.

What You Will Learn:

• Determining if your business is suitable for a Cash Balance plan
• Differences between a Cash Balance plan and other retirement savings options
• Potential savings with a Cash Balance plan
• How a Cash Balance plan can help reduce your taxes

Schedule a Consultation:
https://www.acapam.com/contact/

Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA

12031 Ventura Blvd., Suite 1
Studio City, California 91604
(818) 272-8511
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