A cash balance pension plan is a type of retirement savings account with an option for payment as a lifetime annuity.

As a business owner, a cash balance plan is an amazing way to reduce your tax liability and play catch-up for retirement. How much could a cash balance plan save you?

Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost retirement ...

A cash-balance plan is a defined benefit plan that is a whole lot like a traditional pension, but with a few elements that closely resemble a 401(k).

The government rules for this plan have been refined and clarified over the last decade, and we now know it formally as a cash balance pension plan, or simply cash balance plan (CBP). THE BASICS OF ...

When business owners think about 401(k) plans, they often view them as an employee perk—one of those benefits you consider ...

The cash balance plan does not eliminate the tax but rather pushes the income into future years and spreads it out over many years at usually lower rates. If you are interested in this type of ...

After Ohio Gov. Mike DeWine vetoed a cash balance limit for school, districts say they are continuing pressuring state ...

In this article, we analyze the retirement income “performance” of various plan designs over the period 2021–2024.

To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.

A cash balance plan resembles a defined contribution plan in that each employee has a hypothetical account, or “cash balance,” to which contributions and interest payments are credited.