How to use a Cash Balance Plan to qualify for the full QBI deduction
The Tax Cuts and Jobs Act has created some significant tax breaks for a lot of business owners through the QBI (Qualified Business Income) deduction. The catch is that if your income is over a certain threshold and you have a service business, you’re going to...
How To Get A 6-Figure Tax Deduction With A Cash Balance Plan
Key Takeaways Do you own a successful small business? Is your business highly profitable? Do you pay too much in taxes? If you said yes to all three, the cash balance plan might be right for you! You are looking at a potential 6-figure tax deduction with the cash...
Cash Balance Plans: An Introduction
Key Takeaways What if you could save over $200,000 extra dollars this year in 2019 and get a tax deduction for it? Today we’re talking about what we think is the best kept secret in the retirement plan industry, the cash balance plan. These plans have absolutely...Retirement Roundup | March 2019
Articles and ideas to help you live a fulfilled and financially secure retirement! In this month’s Retirement Roundup, we’ve curated our favorite articles from around the web to help you live a fulfilled and financially secure retirement! We start off with an article...
