This article has been updated for 2022. 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, […]

Defined Benefit Plan Podcast

Defined Benefit Plan Podcasts. Our Guest Appearances.

This article has been updated for 2022. A side business provides a great opportunity to save for retirement. In fact, a business owner may be able to save and deduct most or all side business income using a Defined Benefit Plan. SEP and 401(k) Plans significantly limit retirement contributions. Defined Benefit Plans, on the other […]

Side Business Defined Benefit

The Side Business Defined Benefit Plan. When a Solo K Isn’t Enough.

This article has been updated for 2022. If you run a business, a Personal Defined Benefit Plan could save you tens of thousands of dollars (or more). How do you know if a Personal Defined Benefit Plan is right for you? What are the advantages of setting up a Plan? These are the questions we’ll […]

What is a Defined Benefit Plan?

The Personal Defined Benefit Plan. Advantages and When It Makes Sense.

This article has been updated for 2022. Can you rollover a Defined Benefit Plan distribution to an IRA? Yes, in fact, you can, subject to the specifics below. Note that these rules apply to both traditional Defined Benefit Plan rollovers and Cash Balance Plan rollovers. Background: Defined Benefit Plan Rollover to an IRA When a […]

Defined Benefit Plan Rollover IRA

Defined Benefit Plan Rollover to an IRA. What are the Rules?

This article has been updated for 2022. If you are self employed or a small business owner, a Defined Benefit Plan is a powerful tool. In fact, in the right situation, there is no other tool quite like it. Here are 14 reasons to set up a Self Employed Defined Benefit Plan in 2022: 1. […]

defined benefit plan self employed

14 Reasons to Set Up a Self Employed Defined Benefit Plan in 2022