Have you extended your 2020 tax return?


Have you extended your 2020 tax return?

Good news! If you have clients who have extended their tax return for plan year ending 12/31/2020 they can still do a cash balance plan.

There is a September 15th DB funding deadline that can still be beaten if you move fast. A DB plan is the best way to get the max benefit from an advantageous year so it may be worth it to you and yours.

If there is not enough time to fund this year we can always do next, and are happy to illustrate anything from a regular match, to a profit sharing and on up to a cash balance plan.

Please contact us if you need help with this, or with any illustration for any type of plan, we do them all and we’re always glad to help!

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