September 20, 2023 @ 12:00 pm – 1:00 pm


This webinar will focus on how a cash balance and 401(k) combo plan allows small-business owners to save for retirement in a very efficient manner while realizing the tax savings and strategies that come along with qualified plan deductions.

Many small-business owners spend years investing everything they have into growing their business, often leaving themselves without an exit strategy or a retirement savings vehicle beyond just selling their business when they choose to retire.

Cash balance plans allow these owners to meet two goals: reducing their tax burden in their most profitable years while simultaneously making up for lost time in their retirement savings.