Many business owners reach the limit on 401(k) contributions and assume they’ve exhausted their retirement planning options. But there’s a lesser-known plan structure that may allow for higher contribution limits and additional tax-deferral opportunities: the cash balance plan.
In this video, John Layug, Partner at MWA, shares:
✔️ A general overview of how cash balance plans work
✔️ Who may benefit from this type of plan
✔️ How it can be integrated into an overall retirement strategy
✔️ Key considerations before exploring implementation
???? If you’re seeking ways to build more flexibility into your retirement strategy, this may be worth learning more about.
???? To explore whether this strategy aligns with your goals, click here to schedule a conversation:
???? https://www.mallerwealthadvisors.com/
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