Tax-Efficient Retirement Workshop (The Benefits of Partial Roth Conversions)

Tax-Efficient Retirement Workshop (The Benefits of Partial Roth Conversions)

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The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees.  Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...