Cash Balance Plans

What is a Cash Balance Plan?

A cash balance plan is a type of defined pension that offers retiring employees either a lump-sum payment, which can be rolled into an IRA, or a fixed income stream.

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8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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