Log in


 

Cash balance plans benefit business-owner clients

23 Apr 2023 8:45 PM | Kathy Countryman (Administrator)

Cash balance plans are an underutilized tool that can help business owners accelerate their retirement savings and realize tax benefits, writes Ross Brown, vice president of business development at Payden & Rygel. Setting up a cash balance plan is a way for advisors to show their worth and strengthen the advisor-client relationship, Brown writes.

Full Story: Financial Planning (4/13) 


Address: 7420 SW Garden Home RD - Portland, OR 97223 ‚óŹ Email: execdirector@naifaoregon.org

Powered by Wild Apricot Membership Software