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7 Min Read

Don’t Let IRS Caps Dictate Your Deductions: How Law-Firm Partners Use Cash Balance Plans

Most law firm partners assume their tax deductions are set in stone. They think the IRS decides what they can ...
Author
Aug 25, 2025 11:08:22 AM
8 Min Read

What’s the Real Tax Impact of Adding a Cash Balance Plan to Your Existing 401(k)?

If you’re a law firm partner earning in the high six figures and already contributing to a 401(k), you’re ...
Author
Aug 25, 2025 10:12:34 AM
10 Min Read

A Smarter Retirement Plan for Farmers Making $250K+

Meet Bob, a 61-year-old grain farmer in Nebraska. After decades of smart operations and reinvestment, he’s ...
Author
Aug 25, 2025 8:57:22 AM
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Cash Balance Plan Partners is a joint venture between Chris Roehm and Sean Moneypenny, both Wealth Advisors with Csenge Advisory Group, an independent registered investment advisory firm.

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The testimonial presented herein is provided by a client of Csenge Advisory Group. The client has not received any compensation, incentives, or benefits for providing their testimonial. Testimonials are based on the client's personal experiences and may not represent the experiences of other clients.

The content provided on this website is for informational purposes only and does not constitute tax advice. The Investment Adviser Representatives featured here are not licensed tax professionals. For guidance specific to your tax situation, please consult a qualified tax advisor or accountant.