Featured Insights
Retirement
Cash Balance Case Study — A Small Business
The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. . . .
Retirement
5 Reasons to Add Cash Balance Plans to Your Toolkit
Cash Balance Plans are a type of tax qualified retirement plan that allow business owners to make large tax deductible contributions . . .
Podcasts
Practical Tips for Achieving Success with Insurance Clients
Sage Advisory’s Michael Walton and Greg Cobb discuss some practical tips for helping investment consultants be successful with insurance clients. They talk about how to. . . .