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At Emparion, all we do is structure effective retirement plans including SEP IRAs.
But did you know you could save thousands using a cash balance plan rather than a SEP IRA? Take a look at our example below where one client saved $9,475 using a cash balance plan rather than a SEP IRA.
Let’s take a look at a client who wanted to make a contribution of $25,000 into a retirement plan. He thought that a SEP was the best option. The table below shows how he actually saved $9,475 using one of our Cash Balance Plans.