Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

For an owner in the top brackets with a five-year runway to retirement, a Cash Balance Plan is the single largest legal tax shelter still available. The hard part is committing to the funding schedule ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans outpacing 401(k)s in growth. FuturePlan by Ascensus, a national third-party ...

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

Gov. Bobby Jindal rolled out a proposal Wednesday for a massive overhaul of state employee pension systems that would move some new workers to a 401(k)-style plan, increase the retirement age for some ...