Creating Financial Harmony @ Work

Sing along with Harmony as her teacher helps her learn about her 401k. Some of the lessons Harmony learns includes:

  • 401(k) plans. Contributions are made before tax,
    helping you save for your retirement.
  • What good is paying tax on your funds, when you can invest pre-tax.
  • Contributions may be matched by your employer.

A cash balance plan is generally used by businesses with multiple owners who have stable surplus income and are interested in larger tax deductions and accelerated retirement saving. Watch our entertaining video for the key benefits.