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Cash Balance Plans may be an attractive solution for business owners and principals who are maxing out their contributions to the 401(k) plan and can afford to invest additional pre-tax money for retirement. If used in conjunction with a 401(k) plan, total pre-tax contributions for both plans can be as high as $250,000 in certain circumstances. Cash balance plans are complex and must be designed and managed properly. If you are looking for a way to put more pre-tax money away for retirement, Dogwood Wealth Advisors can help you determine if a Cash Balance Plan is right for you.
1100 Peachtree Street, Suite 325 // Atlanta, GA 30309 // Phone: 404.500.0155 // Toll-Free: 844.977.6937 // Fax: 404.500.0158 // Map and Directions
