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- Jul 6, 2008
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I am a single Member LLC owner and looking into Cash Balance Plans. Anyone have one set up and what pros/cons have you seen. Any recommendation on who you use for actuarial services and the investment broker?
I believe Schawb does it in house (Actuarial + Broker) and leaning towards them for simplicity. Anyone have one with Schwab and what has your experience been?
Doing online calculations based on age, I believe I can fund around 230K/yr plus I believe I am eligible to continue my SEP Max.
Any advice and thoughts would be great as I am at a point in life where this makes much sense.
I believe Schawb does it in house (Actuarial + Broker) and leaning towards them for simplicity. Anyone have one with Schwab and what has your experience been?
Doing online calculations based on age, I believe I can fund around 230K/yr plus I believe I am eligible to continue my SEP Max.
Any advice and thoughts would be great as I am at a point in life where this makes much sense.
