For high earners racing to close a retirement gap, traditional 401(k) limits can feel like a ceiling on their future lifestyle. Cash balance plans quietly sidestep that ceiling, letting business ...

Cash balance plans are designed for high-income professionals and business owners who want to reduce their taxable income. Depending on age and income, it's common to contribute $100,000 to $300,000 a ...

For many successful business owners, there comes a point when traditional retirement plans just don't move the needle anymore. If you're hoping to further reduce your taxable income and accelerate ...

Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest crediting rate.

Investing for retirement can be problematic for professionals in partnerships or other types of closely held firms. Yes, that includes lawyers in law firms. These individuals tend to spend their early ...