Cash balance plans
When a cash balance plan deserves a closer look
The owner profile, workforce, cash flow, and commitment that decide whether an illustration is worth commissioning.
Planned
Insights
Plain explanations of the decisions clients ask about most. No market commentary and no predictions.
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Business owners
What your business is actually worth to your retirement
Concentration, succession, protection, and the personal wealth that has to exist outside the company.
Planned
Retirement
The five years before work becomes optional
Decisions that get harder to reverse after the final paycheck, from brackets to health coverage to withdrawal order.
Planned
Maryland
Maryland has both an estate tax and an inheritance tax
Plans built in another state routinely account for one and miss the other.
Planned
Retirement plans
Reading a 401(k) fee disclosure in ten minutes
Where revenue sharing hides, and the three numbers worth writing down.
Planned
Schedule a 30-minute call
No documents and no obligation. We'll tell you directly whether the situation is a fit.