A wide range of clients,
each served individually

Cash Balance Defined Benefit Plans

Cash Balance Plans may be an attractive solution for business owners and principals who are maxing out their contributions to the 401(k) plan and can afford to invest additional pre-tax money for retirement. If used in conjunction with a 401(k) plan, total pre-tax contributions for both plans can be as high as $250,000 in certain circumstances. Cash balance plans are complex and must be designed and managed properly. If you are looking for a way to put more pre-tax money away for retirement, Dogwood Wealth Advisors can help you determine if a Cash Balance Plan is right for you.

The secret of life is
enjoying the passing of time.

― James Taylor ―

 

Atlanta

1100 Peachtree Street, Suite 325 // Atlanta, GA 30309 // Phone: 404.500.0155 // Toll-Free: 844.977.6937 // Fax: 404.500.0158 // Map and Directions

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Savannah

10 Chatham Center South Drive, Suite 400 // Savannah, GA 31405 // Phone: 912.200.5232 // Toll-Free: 844.977.6937 // Fax: 404.400.0158 // Map and Directions