About CashBalancePRO
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...
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.
Dec 5, 2017 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
Previous Versions
Here you can find the changelog of CashBalancePRO since it was posted on our website on 2016-11-05 11:20:31.
The latest version is 1.1 and it was updated on 2024-04-19 21:17:04. See below the changes in each version.
CashBalancePRO version 1.1
Updated At: 2017-12-05
Changes: Dec 5, 2017 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
CashBalancePRO version 1.1
Updated At: 2017-12-05
Changes: 5 Dec 2017 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
CashBalancePRO version 1.0
Updated At: 2013-10-22
CashBalancePRO version 1.1
Updated At: 1970-01-01
Changes: 2017年12月5日 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
Disclaimer
Official App Store Link
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