Меньше Налогов, Больше Инвестиций, Счастливая Пенсия

Разбираемся в инвестициях, налогах и финансах, чтобы обеспечить себе
счастливую пенсию. Ваше благополучное будущее в ваших руках.

Cash Balance Plan

Будьте в курсе: последние обновления о финансовом планировании, инвестициях и стратегиях снижения налогов
Пенсионные Программы Cash Balance Plan
Владимир Кузнецов, EA, CFP® - 23 июля 2021 г.

Что такое и как работают программы Cash Balance Plan

Система пенсионного планирования США основана на двух типах пенсионных планов – именно пенсиях, или Defined Benefit Plans, и накопительных пенсионных счетах, или Defined Contribution Plans.

Что такое «Cash Balance Plan»?
Владимир Кузнецов, EA, CFP® - 18 декабря 2019 г.

Что такое Cash Balance Plan

В США есть три типа пенсионных программ – собственно пенсии или «Defined Benefit Plans», накопительные пенсионные счета, такие как IRA или 401(k), их называют «Defined Contribution Plans» и система социального страхования.

Copyright © 2023 Retegy LLC. All rights reserved.

Vladimir Kouznetsov, EA, CFP® is an investment advisor representative at Retegy LLC.
Retegy LLC is a registered investment advisor offering advisory services in the State of California, Washington, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, Retegy LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Retegy LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Retegy LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Retegy LLC or a Retegy LLC authorized representative has been advised of the possibility of such damages. In no event shall Retegy LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
ADA Compliance Policy: Retegy LLC is committed to keeping our site compliant with the Americans with Disabilities Act. We welcome feedback on how to improve our site to make it accessible to everyone.