Cash Balance Plan:
A Powerful Retirement Option
For medical and dental professionals, a cash balance plan could help you maximize your retirement assets. For example, you could defer more than $300,000 in addition to your company 401(k) plan deferrals, depending on your age and income.
A cash balance plan also offers the opportunity to reduce your taxes and stabilize the growth of plan assets compared to fixed-rate plans. Watch this 30-minute webinar at your convenience to learn how a cash balance plan could be a beneficial and efficient retirement plan solution.
360° Support for Medical & Dental Professionals
We offer services designed to help your practice thrive. Your wealth advisor will collaborate with our in-house teams to provide you with retirement plan solutions, tax strategies, business valuation and other specialty services as part of an integrated wealth plan to meet the needs of your practice.
Benefits of a Market Return Cash Balance Plan
Leveraging our retirement planning experience and resources, we can help you build a more comprehensive retirement plan tailored to your specific needs and answer the following questions:
- What are cash balance plans?
- Why might a market return design be better than fixed-rate design?
- Who are market return cash balance plans ideal for?
- What are proactive next steps to get started?