How to determine profits from a 401(k) at a specific age

Issue: If cash balance plans allow considerably larger contributions for tax-deferred retirement savings than 401(k)s or profit-sharing plans.

Chart Shows: Yes, cash balance plans do allow larger contributions for tax-deferred retirement savings.

For More Information: See Stephen Lippman & Gregory D. Singer, “Cash Balance Plans,” Trusts & Estates, March 2008, p. 44.