Submit Cash Balance requests before December 17

Submit Defined Benefit and 401(k) requests through December 31

It’s not too late for high income clients to reduce 2018 tax liabilities by making large retirement plan contributions.

See how much you or your client could contribute & save on taxes

Financial Advisors and CPAs nationwide work with us to offer Defined Benefit and Cash Balance Plans for 1-10 person companies – over 4000 plans opened.

Our plan consultants set up and administer plans to meet the contribution objectives of small business owners and individuals with high self-employment income. It’s all they do, every day.

Getting Started

1

Identify Client and
Run Illustration or
Call 866-269-2706 for Custom Proposal

2

Present Illustration to
Client – We can be on the Call

3

Dedicated DB Refines
Plan Design to Meet
Client Objectives

4

Client Approves and
Signs Prepared
Documents

5

Advisor Opens
Investment Accounts

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TAX LAW AND RETIREMENT PLANS WHITEPAPER

How the Tax Cuts and Jobs Act affects tax and retirement

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QUICK ADOPTION

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Retirement Plans for Pass-Through Deductions

Help small business, self-employed clients go below taxable income thresholds

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CLIENT OF THE WEEK: Contract CFO Cashes In

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REQUEST A PERSONALIZED ILLUSTRATION

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Impacted Tax Deductions

Infographic: Tax deductions will disappear or be reduced because of

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Dedicated Defined Benefit Services has set up 4000 IRS-approved retirement plans for Professionals, Small Business Owners, and Individuals with Self-employment Income.

You may qualify to turn huge tax savings into retirement wealth. Are you a solo practitioner or business owner with 1-10 employees and able to contribute a significant amount of earned income for 3-5 years?

Getting Started with a Defined Benefit or Cash Balance Plan

2

Talk to a Dedicated DB consultant to tailor the plan to meet your objectives

3

Complete Plan Questionnaire & Send Payment

4

Sign Retirement Plan Documents

5

Open Investment Account(s)

BUSINESS OWNER RESOURCES

DB PROGRAM HIGHLIGHTS FOR BUSINESS OWNERS

Learn about OnePersonPlus Defined Benefit Plans for high income earners

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ROADMAP FOR OPENING A PLAN

Follow these steps to benefit from a OnePersonPlus Defined Benefit

Learn More

TAX LAW AND RETIREMENT PLANS

How the Tax Cuts and Jobs Act affects tax and retirement planning

Learn More

Impacted Tax Deductions

Infographic: Tax deductions will disappear or be reduced because of

Learn More

REQUEST A PERSONALIZED ILLUSTRATION

Learn More

CLIENT OF THE WEEK: Contract CFO Cashes In

Learn More

Estimate contribution and deduction with our DB calculator Try it now

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