Planning for a Flexible Future


July 24, 2015

In “Planning for a Flexible Future: Cash Balance Plans,” a brief video, Wealth Planning and Analysis Director Steve Lippman explains the basics of cash balance plans. Especially useful for small-business owners and professional practitioners, cash balance plans can substantially increase tax-deferred retirement savings on top of what traditional defined-contribution plans allow. And we estimate the value of tax deferral to be an extra two percentage points a year in return. Get acquainted with cash balance plans, find out whether a plan is right for you, and contact us for more information. We’ll be happy to work with you and your other professional advisors.