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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. 800-480-5190 www.apbretirement.com AM ERICAN PENSION BENEFITS B CandCard 2015 15-10-23.indd 1 10/27/15 10:27 A

Ideal Candidates for Cash Balance Plans › wzukusers › user-18215365...2015/10/23  · Ideal Candidates for Cash Balance Plans 1. Principals seeking a tax deduction of more than

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Page 1: Ideal Candidates for Cash Balance Plans › wzukusers › user-18215365...2015/10/23  · Ideal Candidates for Cash Balance Plans 1. Principals seeking a tax deduction of more than

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

Page 2: Ideal Candidates for Cash Balance Plans › wzukusers › user-18215365...2015/10/23  · Ideal Candidates for Cash Balance Plans 1. Principals seeking a tax deduction of more than

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