Trusts & Estates
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Trusts & Estates
Striking the Right Balance: Cash Balance Plans for Professional Practices and Closely Held Firms
by Bernstein Wealth Management Research Reports
This study examines:
- How cash balance plans can secure better retirement outcomes for professionals
- Why a plan’s asset allocation, crediting rate, and shortfall terms are so important
- Why an allocation tilted toward bonds provides the best risk/reward trade-off
Learn more about including cash balance plans in retirement planning by downloading this document.
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