Cash Balance Defined Benefit Pension Solver

Underwrite IRS Section 401(a)(26) cash balance hybrid pension plans, contributing hundreds of thousands in pre-tax business profits into guaranteed interest crediting accounts.

Age & Target Contribution

Owner Annual Net Business Income ($ USD)

Annual Cash Balance Pension Contribution ($ - e.g. $225k)

Combined Federal + State Income Tax Rate (%)

Annual Taxes Slashed & 10-Yr Wealth

Direct Annual Income Taxes Slashed

+$94,500 / yr Tax Slashed

10-Year Compounded Tax-Protected Pension Wealth

$3,189,450 Account Value

Total 10-Year Taxes Completely Eliminated

+$945,000 Pure Tax Savings