Strategic Planning for Business Owners · 2025-10-30 · 18 min
Discover how cash balance plans can revolutionize your retirement strategy as a business owner. In this comprehensive episode, UBS Senior Vice President Steve Young explores one of the most powerful yet underutilized retirement planning tools available to successful entrepreneurs and business owners. Learn why cash balance plans are particularly advantageous for owners over 40, how they enable contributions of $200,000-$350,000+ annually (far exceeding 401(k) limits), and how these contributions directly reduce your taxable income. Steve explains how cash balance plans work seamlessly alongside existing 401(k) and profit-sharing plans - or can be implemented independently - without disrupting your current retirement strategy.
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