White Pine Financial
About
When it comes to retirement plans, small businesses have several options, including traditional defined benefit plans and cash balance pension plans. While traditional defined benefit plans offer a guaranteed monthly pension payment to participants, cash balance plans offer participants an account balance that grows based on a predetermined interest rate. This can be a more attractive option for employees who prefer to see their retirement savings grow in a more tangible way.
He co-founded his first Registered Investment Advisor (RIA) firm in 2008 and subsequently founded White Pine Financial. He specializes in Cash Balance plans, which help owners of high-profit companies receive large tax deductions and quickly save for retirement. He helps small businesses setup and manage 401(k) plans, and guides individuals and families to financial success.
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In the vast landscape of retirement planning, the Cash Balance plan emerges as a unique contender. It seamlessly marries the features of defined-benefit and defined-contribution plans, thereby earning the “hybrid” label. Cash Balance plans offer retirees and employers a versatile ...
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