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Summertime Checklist

Mow the lawn  ✔ Clean out the gutters  ✔ Wash the car  ✔ Sweep out the garage  ✔ BBQ with family & friends  ✔ Set up Cash Balance Pension Plan for clients   Speak with Actuaries Unlimited, Inc. today about how a Cash Balance plan can accelerate your clients’ retirement benefits growth and...

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Actuaries Unlimited, Inc. Delivers

Loyalty, Resourcefulness and Consistent Quality   Experience – with a firm that has been in business since 1970, you have the comfort of knowing that your plans are being managed by seasoned professionals whose work will pass government scrutiny. Our team’s 9 full-time licensed Enrolled...

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Awesome Cash Balance Plan Candidates

I’ve taken up a few pages in recent blog posts and other marketing messages discussing the advantages and other very cool aspects of Cash Balance Plans for business owners.• Do they provide those owners with another tax deduction off their taxable income? Yep, they sure do• Are they a vehicle...

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Summertime Checklist

Mow the lawn  ✔ Clean out the gutters  ✔ Wash the car  ✔ Sweep out the garage  ✔ BBQ with family...

read more