24/7 Wall St.

Dentists Retire Rich or Stay Chained to the Chair at 68, Here’s the Cash-Balance Plan That Shelters Six Figures a Year

Dentistry pays well and starts late. Between four years of dental school, potential residency, and often $300,000-plus in ...
AOL

Cash Balance Retirement Plans: A Powerful Retirement Savings Strategy

Broadcast Retirement Network's Jeffrey Snyder discusses how employers can use cash balance retirement plans to complement their existing retirement strategy with Pentegra Retirement Services' Bruce ...
Healio

Maximizing the mid-career surge: Cash balance plans

For the vast majority of physicians, the financial trajectory of a career looks less like a steady, climbing slope and more ...
24/7 Wall St

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

Stacking a Cash Balance Plan on a Solo 401(k) lets a 58-year-old solo consultant shelter $312,000 per year, saving roughly $118,000 in annual taxes. At 58, Cash Balance Plan contribution limits ...
AOL

Cash Balance Plans Let 401(k) Holders Defer $300,000 Annually. Most Never Find Out.

A 49-year-old equity partner at an Am Law 100 firm pulls down $1.2 million in K-1 income, and the December distribution lands her squarely in the 37% federal bracket. She has already maxed the firm's ...

Why Retirement Planning Is Really About Managing Tradeoffs

When you plan for retirement, it may seem like you're searching for answers - but what you actually end up doing is balancing ...