Screenshots

Description

CashBalancePRO is a smart mobile tool for financial advisors, CPAs, TPAs and other retirement professionals who want to grow their businesses with Cash Balance plans. App features include a calculator showing maximum qualified plan contributions based on a client’s age, a helpful FAQ about Cash Balance plans, and a simple form for requesting a free plan design for a client. App users can also click or call to be connected with a Cash Balance expert at Kravitz.

What’s New

Version 1.1

- Calculate tax-deferred retirement plan contributions based on a client's age
- Learn the basics of Cash Balance Retirement Plans: Cash Balance 101 primer
- Request a free Cash Balance plan design for a client
- Receive updates on tax savings and retirement plan issues
- Connect with a Cash Balance specialist to learn more

Ratings and Reviews

4.0 out of 5
3 Ratings

3 Ratings

GSW7777 ,

Terrible App

Terrible App. Only accepts Birth Year 1966, and no other year seems to work?

Information

Seller
My Mobile Fans LLC
Size
40.1 MB
Category
Finance
Compatibility

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, Arabic, Azerbaijani, Catalan, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian Bokmål, Norwegian Nynorsk, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Slovak, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian, Vietnamese

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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