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
We do not host CashBalancePRO on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
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