A cash balance plan is a qualified employer-sponsored retirement plan that has become
increasingly common in recent years as an alternative to (or replacement of) the traditional defined benefit pension plan. Though it is technically a form of defined benefit plan, the cash balance plan is often referred to as a “hybrid” of a traditional defined benefit pension plan and a defined contribution plan. Continue reading →

A real estate investment can be a fairly common transaction, such as the purchase of a primary residence, or it can be a complex commercial venture involving multiple investors and/or syndicates. When choosing a real estate investment, think carefully about your objectives for that investment.
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