For high-net-worth business owners, a cash balance plan provides strategic tax-friendly saving options for retirement. Book a free consultation today to learn more.
We don’t gamble with your future. When you entrust our wealth management team with your retirement planning, you get comprehensive financial planning that accounts for life changes, market drops, and other unexpected variables.
We don’t gamble with your future. When you entrust our wealth management team with your retirement planning, you get comprehensive financial planning.
The right financial plan starts with the right foundational knowledge. At SG Wealth, we make sure you are always kept fully informed of your options. You deserve to know exactly what your money can do for you.
The right financial plan starts with the right foundational knowledge. At SG Wealth, we make sure you are always kept fully informed of your options. You deserve to know.
When it comes to wealth management, trust isn’t given – it’s earned. That is why we go above and beyond to provide you with transparent, trustworthy financial planning solutions that help position your family for generations of continued success.
When it comes to wealth management, trust isn’t given- it’s earned. That is why we go above and beyond to provide you with transparent, financial plans.
A 401K is a collective retirement savings account that is sponsored by a business. Employees contribute a portion of their salary into a tax-friendly account that can be drawn from in retirement. Employers may also make matching contributions.
A cash balance plan is an IRS-qualified defined benefit plan that helps high-net-worth business owners save for their retirement. The tax benefits are similar to a 401K, but the annual contribution limits allowed are much higher.
The primary advantages of both a 401K and cash balance plan are similar – members pay no taxes while contributing as high-income earners…then pay lower income taxes when the money is withdrawn in retirement.
This provides business owners with tax savings that can be used to retain employees and make key business purchases today while providing employees and employers alike with a better retirement plan for the future.
A cash balance plan is not for everyone, but if you fit the above criteria it could save you thousands in tax payments and significantly boost your income in retirement.
This provides business owners with tax savings that can be used to retain employees and make key business purchases today while providing employees and employers alike with a better retirement plan for the future.
This provides business owners with tax savings that can be used to retain employees and make key business purchases today while providing employees and employers alike with a better retirement plan for the future.
A cash balance plan is not for everyone, but could save you thousands in tax payments.
Call us at 480-597-1743 or follow the link below to schedule a free consultation with one of out fiduciary wealth management advisors.
When it comes to asset management and planning, you’ve worked your whole life to get where you are. Now, you deserve to work with a partner who knows how to steer you in the right direction. Someone who has a vested interest in your financial plan’s success. Someone like SG Wealth Managers.
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