Cash Balance

Small businesses—now accounting for 56% of cash balance plans—and companies in California and New York lead the charge. 

Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.

FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.

Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.