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A SURPRISING PROBLEM WITH DEFINED BENEFIT PENSION PLANS FOR SMALL BUSINESSES

I’ve written about the merits of defined benefit pension retirement plans for small business owners – especially those with no employees or those with husband/wife employees. These savings vehicles offer an opportunity to contribute much more to your retirement than an IRA or 401(k) and can help you significantly reduce your taxes. However, there is a problem I recently discovered after reviewing several investment allocations for new clients. It surprised me at first, but it makes sense now. If you are thinking about starting a defined benefit pension retirement plan or already have one, listen to this short episode.

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