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.
- 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 ReviewsSee All
Terrible App. Only accepts Birth Year 1966, and no other year seems to work?
- My Mobile Fans LLC
- 40.1 MB
Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
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
- © 2017 Kravitz Inc.
With Family Sharing set up, up to six family members can use this app.