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2 of 2 people found the following review helpful
5.0 out of 5 stars Beyond the 401(k), May 24, 2011
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This review is from: Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans (Paperback)
I really love this book. I read it once cover to cover and am going back through it to try to really engrave it in my memory. It is the most understandable, readable explanation of Cash Balance plans that I have ever seen.

If you are a professional service provider, sole proprietor, or other high earning individual frustrated by the low limits on your tax deductible contributions your defined contribution plan, READ THIS BOOK!

If you are an investment advisor for retirement plans, a CPA providing tax and business planning advice, a TPA for retirement plans, or another professional involved with retirement plans, you can't afford NOT to read this book.

If you are a retirement plan actuary, you may know what's in this book. But you won't know how to explain it in any language that the average person can understand - so GET THIS BOOK!

Kudos to the authors for making Cash Balance plans accessible to thousands of people, directly or indirectly, and making the dream of retiring more accessible to all.
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2 of 2 people found the following review helpful
5.0 out of 5 stars New definition of "Maxing Out" for an Owner, December 14, 2013
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This review is from: Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans (Paperback)
Great read for helping advisors understand how to MAX OUT an owner above the standard $52k limits in just a 401k/Profit Sharing Plan.
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1 of 1 people found the following review helpful
5.0 out of 5 stars Must Read for all Financial Advisors and Retirement Plan Consultants, February 20, 2014
By 
Michael Barry (Simi Valley, CA USA) - See all my reviews
This review is from: Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans (Paperback)
Beyond the 401(k) is a must read for all Financial Advisors and Retirement Plan Consultants that are looking to take their business to the next level. Dan Kravitz and his team will teach you how to utilize the Cash Balance plan to help your clients achieve maximum tax deductions and their employees maximize their retirement outcomes. I highly recommend this book.
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1 of 1 people found the following review helpful
5.0 out of 5 stars CB Review, June 14, 2011
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This review is from: Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans (Paperback)
This is a must read and great resource for benefit consultants who are dedicated to delivering optimal solutions and value to their clients. For those companies who fit the cash balance profile, it's an excellent vehicle to mitigate taxes and improve retirement outcomes.
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1 of 1 people found the following review helpful
5.0 out of 5 stars Great Book. A must for any financial adviser who ..., July 9, 2014
This review is from: Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans (Paperback)
Great Book. A must for any financial adviser who wants to service retirement plans. Buy it!
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2 of 3 people found the following review helpful
5.0 out of 5 stars Cash Balance Consulting, January 8, 2011
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This review is from: Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans (Paperback)
This is a great fast reading overview of the ins and outs of Cash Balance Plans that is a must have for Benefit Consultants, Business Owners and for those just interested in the topic. It answers many of those questions that you just can't seem to find the answer to anywhere else.
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5.0 out of 5 stars Concept became clear!, December 5, 2014
I loved it and an easy read. They were able to make an otherwise difficult concept easy to understand! I read many articles and still didn't get the gist of these plans until I read this book. Very well done and recommended to anyone wishing to increase their knowledge of this "hybrid" plan.
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Beyond the 401(k): How Financial Advisors Can Grow Their Businesses with Cash Balance Plans
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