My name is Jerome J. Lober C.E.A.  I am partnered with a professional group of highly trained Tax & ERISA Attorneys, Certified Financial Planners and Third Party Administrators, that can offer a legal way of accessing your money from a qualified retirement plan and reposition to a tax-free growth position.

Cash Balance Advisors

tax planning solutions

since 1985

 have your CPA or Advisor send census information to see if we can be of service.

call 443-506-6755

this is where all tax codes are created

did you know, with the correct set of tax codes, you can legally increase your 401-k contribution by double and defer the conversion tax for life?

the government way is...

don't ask.........don't tell

They use a combination of tax codes, investments and insurance products that when combined with a 401-k, can provide significantly greater tax-deferred contributions than a standard 401-k plan.  We don't do any type of accounting services, only this one thing, for over 20 years. We are always happy to work with your current CPA or Advisor.

When you let us go to work for you, we will minimize the taxes of your retirement plan; leaving greater assets for wealth transfer, philanthropy and income.

if you are a cpa, accountant or financial advisor interested in partnering with us to help your high net worth clients

click here

For A Short Overview Of What We Do