EPISODE · Jan 29, 2026 · 11 MIN
Cash Balance Plan Fundamentals: How High Net Worth Professionals Legally Reduce Taxes
from #LegalBytes: The Official Podcast of Cummings & Cummings Law · host Cummings & Cummings Law
In this presentation, I will provide you with an overview of cash balance plans. I will also contrast cash balance plans with 401(k) plans. I will then describe how a cash balance plan works as defined benefit plan with hypothetical accounts for each participant. I will discuss the retirement funding contribution advantage of cash balance plans, especially when combining them with 401k plans. Learn more: https://www.cummings.law/cb/
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Cash Balance Plan Fundamentals: How High Net Worth Professionals Legally Reduce Taxes
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