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Ideal Candidates for Cash Balance Plans
1. Principals seeking a tax deduction of more than $50,000 or making more than $250,000 per year
2. Highly profitable companies of all types and sizes
3. Successful family businesses and closely held businesses
4. CPA and law firms, medical groups and professional firms
5. Older owners who need to squeeze 20 years of retirement saving into 10
Call for a free consultation to learn more about the advantages of a Cash Balance Plan.
800-480-5190www.apbretirement.com AMERICAN
P E N S I O N B E N E F I T S
APB CandCard 2015 15-10-23.indd 1 10/27/15 10:27 AM
AM
ERIC
AN
PE
NS
IO
N
BE
NE
FI
TS
2015
Max
imum
Con
tribu
tion
Limits
401(
k), P
rofit
Sha
ring
& C
ash
Bala
nce
Plan
s
Age
401(
k) o
nly
401(
k) w
ith
Pro
fit S
hari
ngC
ash
Bal
ance
TOTA
L
60–6
5$2
4,00
0$5
9,00
0$2
42,0
00$3
01,0
00
55–5
9$2
4,00
0$5
9,00
0$1
95,0
00$2
54,0
00
50–5
4$2
4,00
0$5
9,00
0$1
49,0
00$2
08,0
00
45–4
9$1
8,00
0$5
3,00
0$1
14,0
00$1
67,0
00
40–4
4$1
8,00
0$5
3,00
0$
87,0
00$1
40,0
00
35–3
9$1
8,00
0$5
3,00
0$
66,0
00$1
19,0
00
30–3
4$1
8,00
0$5
3,00
0$
51,0
00$1
04,0
00
This
is p
ublis
hed
by K
ravi
tz, I
nc. a
s an
info
rmat
ion
sour
ce fo
r our
clie
nts a
nd fr
iend
s.In
form
atio
n is
gen
eral
in n
atur
e an
d is
not
a su
bsitu
te fo
r leg
al a
dvic
e in
a p
artic
ular
cas
e. ©
201
5 K
ravi
tz. A
ll rig
hts r
eser
ved.
800-
480-
5190
| w
ww
.apb
retir
emen
t.com
APB CandCard 2015 15-10-23.indd 2 10/27/15 10:27 AM