CASH BALANCE PLAN

20 August 2025 by John Raggio

At Cannell & Spears, most of our clients share the same big goals—grow their wealth, minimize taxes, and invest wisely for retirement. One of the most effective tools we use to help them get there is the cash balance plan. These plans are widely used by successful small business owners, professional practices, and high-income earners who want to accelerate retirement savings and manage their tax burden.