Latest / Legacy Beyond Wealth with Rob Shelton
Cash Balance Plan: Is It Right for Your Business?
High-income business owners often reach a point where traditional retirement savings options start to feel limiting. Rob explains how a cash balance plan can create additional flexibility for the right business owner while still requiring careful coordination and long-term planning. He also shares a real client example showing how the strategy adapted when business conditions changed dramatically from one year to the next.
Here’s what we discuss in this episode:
💰 Tax Benefits: Employer contributions may create meaningful tax-deferral opportunities
🎯 Best Fit: Profitable businesses with…
The skinny
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