This is an easy piece to show CPAs who to look for in their client base and an excellent “leave-behind”.
Turning What You Know About Defined Benefit Plans on Its Head
Defined benefit plans have changed to make them the plan of choice for independent professionals, small business owners and high income self-employed clients.
Once they understand, the CPAs and tax advisors in your community are more likely to think about these plans and invite their small business and high income self-employed clients to a tax planning conversation.
Online Calculator: In 2-minutes, Run an Illustration that estimates your client’s:
2016 Income tax savings
2016 Maximum retirement plan contribution
DB asset accumulation at retirement
Maximum 2016 contribution for a variety of retirement plan options
You’ll get a personalized estimate in a client-ready proposal that you can save as a pdf. It’s free and quick to run.
Tell the CPAs you approach you’d be happy to run a complete proposal for their client. You’ll quickly have a professional proposal to deliver. The tax savings will get them thinking about the right clients for this plan, and you as the go-to advisor to set it up.