Articles

From time to time we come across articles worth passing along. Here are two recent ones from Forbes.

• Revisiting The Business Owner's Traditional Retirement Formula With A Cash Balance Plan - Forbes, July 3, 2018
• Will A Cash Balance Plan 401(k) Combo Secure Your Retirement? - Forbes, May 29, 2018

Both talk about the benefits of Cash Balance Plans for small business owners. Please call us to discus specific situations further.

---

Please contact Holly Danziger @ 224-330-1587 or hdanziger@karelgordon.com to discuss further!