Cash Balance Calculator

Max Out Your Retirement. Cut Your Company's Taxes.

Cash Balance Plan

With a Cash Balance Plan, you could contribute up to $400,000/year—on top of your 401(k)—while helping your company save big on taxes. Use the calculator to see how much you could contribute based on your age and income.

Cash Balance Calculator

2170+
$10,000.00$350,000.00+
110+

Your 2025 annual Cash Balance contribution could be as high as:

$0.00

These numbers are estimates based on a number of factors, actual amounts might vary once a formal illustration is provided. These estimates are based on 2024 or 2025 plan information and limits. The content on this page is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial or other advise. All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity.

Want to Learn More?

We'll show you exactly how the plan could work—for you and your team. You'll get clear numbers, and we'll even help you make the case internally if needed.

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