Cash Balance Plan Rollover: 5 IRS Strategies [+ Pitfalls to Avoid]
If you are thinking about rolling over your cash balance plan to an IRA, you should be aware of the tax consequences. In this post, … Read More
Cash Balance Plan Contribution Limits: Funding Range
The maximum cash balance plan contribution limit varies from plan to plan, but if you have a full-time job, you can generally contribute up to … Read More
Cash Balance Plan Interest Crediting Rate [Example + IRS Hazards]
Cash balance plans are becoming more and more popular. But little is know about cash balance plan interest crediting rate. CB plans are defined benefit … Read More
Terminating a Cash Balance Plan: A ‘How to’ Guide [Step by Step]
The tax consequences of terminating a cash balance plan may differ from those of a regular pension plan. There are certain factors you should take … Read More
Cash Balance Plan Loans [Ultimate Guide]
If you’re considering a cash balance plan, you may be wondering about the loan provisions. While most people don’t consider this, it is important to … Read More