Benefits of a Cash Balance Plan for Retirement Savers

  When considering deductible retirement plans, many business owners and CPAs only think about 401(k) and Simplified Employee Pension (SEP) plans. But there’s another option on the table they should be considering — defined benefit/cash balance retirement plans. Why? The most an employer can contribute to a 401(k) or SEP is the lesser of 25% of … Continued

Life is for the Living | Life Happens®

Written by Michael Weintraub   I was the Chair of the Life Happens® board back when the nonprofit was called the LIFE Foundation. (My wife loved to introduce me to others as the Chair of LIFE!) Last year, the board asked me to return as a member of its executive committee and take the position … Continued

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