Real Estate in a Defined Benefit Plan: Introduction Real estate can be a great investment. It has the potential to provide “return” through monthly cash flow, asset appreciation, and the paydown of any outstanding loan balance. What’s more, these returns may be magnified through the use of financing and the availability of depreciation and tax […]

Real Estate in a Defined Benefit Plan

November 5, 2021

Real Estate in a Defined Benefit Plan. What Are the Considerations?

Introduction Saber Pension has discussed Defined Benefit Plans as a guest on several podcasts. In this post, we have provided the Defined Benefit Plan podcast transcripts and access to the full shows. Note that we have made minor edits to the transcripts for readability purposes. For your convenience, here is an index to the four […]

Defined Benefit Plan Podcast

October 22, 2021

Defined Benefit Plan Podcasts. Our Guest Appearances.

Contribution backfilling is a powerful strategy that business owners may use in a variety of situations. This article will provide Defined Benefit Plan context for understanding, explain the concept of contribution backfilling, and examine several situations where backfilling in a Defined Benefit Plan may be beneficial. Context: Defined Benefit Plans Explained A Defined Benefit Plan […]

Backfilling a Defined Benefit Plan

April 15, 2021

Defined Benefit Strategy: Contribution Backfilling

This article has been updated for 2021. Background: Locum Tenens Retirement Are you a locum tenens worker? If so, planning for your retirement is critical. For example, you likely are not enrolled in an employer-sponsored retirement plan. In other words, saving for retirement is your responsibility. However, being self-employed provides a broader range of options […]

locum tenens retirement

October 16, 2020

Retirement for Locum Tenens Workers. What Is the Right Vehicle?

This article has been updated for 2021. What Is a Cash Balance Plan? A Cash Balance Plan is a type of retirement plan. However, unlike individual retirement vehicles, such as IRAs, Cash Balance Plans are employer-sponsored. Thus, an individual cannot adopt a Cash Balance Plan unless he or she is self-employed. Additionally, if an individual […]

What Is a Cash Balance Plan

August 19, 2020

What Is a Cash Balance Plan? How Does a Cash Balance Plan Work?