Oct '25 • ☀️ Chat
Cash Balance Plan
Hi there
I'm looking into adding a Cash Balance plan for my S-Corp to cut down on taxes.
1. Is this strategy worth the complexities for a S-Corp?
2. Who would you recommend for setting one up, focusing on minimized fees? My main concern is finding a low-fee provider, broker, or Third-Party Administrator (TPA) for the custodial side of the plan.
Thank you for any tips!
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Cash Balance Plan
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