by Gene Gordon | Aug 20, 2018 | blog, LinkedIn
By now you’ve seen the big headlines in financial news publications touting Cash Balance and Defined Benefit Pension Plans as the new secret weapon to powerful tax savings for wealthy business owners and professionals. The eye-popping facts grab your attention:...
by Gene Gordon | Jun 18, 2018 | blog
You made the right moves to realize tax savings by creating tax-sheltered retirement plans and implementing a 401(k), Profit Sharing Plan, or SEP. Those with bigger needs might have used a more sophisticated strategy to help clinch bigger deductions by stacking a Cash...
by Gene Gordon | Jan 16, 2018 | PensionQuote Blog
Many business owners are putting the finishing touches on their New Year’s resolutions. It could be a new workout, eating and drinking less, a better golf game, or even a new charity to sponsor. All are good goals but what about a retirement plan… one that will allow...
