Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans

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9780982873007: Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans
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A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry's best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and administration. This accessible, highly readable book explains all the essentials of these complex tax-qualified plans. Supported by case studies, checklists, charts and diagrams, the book shows exactly how Cash Balance Plans can take business owners beyond the 401(k) to accelerate retirement savings, reduce taxes, and deliver better benefits for employees.

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Book Description Kravitz, Incorporated, United States, 2010. Paperback. Condition: New. Language: English. Brand new Book. A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry's best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and administration. This accessible, highly readable book explains all the essentials of these complex tax-qualified plans. Supported by case studies, checklists, charts and diagrams, the book shows exactly how Cash Balance Plans can take business owners beyond the 401(k) to accelerate retirement savings, reduce taxes, and deliver better benefits for employees. Seller Inventory # APC9780982873007

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Book Description Kravitz, Incorporated, United States, 2010. Paperback. Condition: New. Language: English. Brand new Book. A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry's best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and administration. This accessible, highly readable book explains all the essentials of these complex tax-qualified plans. Supported by case studies, checklists, charts and diagrams, the book shows exactly how Cash Balance Plans can take business owners beyond the 401(k) to accelerate retirement savings, reduce taxes, and deliver better benefits for employees. Seller Inventory # APC9780982873007

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Book Description Kravitz, Incorporated. Paperback. Condition: New. 168 pages. Dimensions: 10.0in. x 7.0in. x 0.4in.A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industrys best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and administration. This accessible, highly readable book explains all the essentials of these complex tax-qualified plans. Supported by case studies, checklists, charts and diagrams, the book shows exactly how Cash Balance Plans can take business owners beyond the 401(k) to accelerate retirement savings, reduce taxes, and deliver better benefits for employees. This item ships from multiple locations. Your book may arrive from Roseburg,OR, La Vergne,TN. Paperback. Seller Inventory # 9780982873007

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