I opened a OnePersonPlus Defined Benefit plan and put away $150,000 last year and another $120,000 this year and it’s all a deduction. I figure at least 30% of it is a gift from the IRS. LEARN MORE ABOUT ONEPERSONPLUS MORE CLIENT PROFILES
Increase contributions and tax savings with Defined Benefit plans
Financial Advisors and CPAs nationwide work with us to offer Defined Benefit and Cash Balance Plans for 1-10 person companies – over 4500 plans opened.
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The OwnersPlus Cash Balance Program gives me an extra $200,000 to invest and gives my employees a boost too. LEARN MORE ABOUT OWNERSPLUS MORE CLIENT PROFILES
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We increased our W-2 income to max out our retirement savings. With a OnePersonPlus defined benefit and a 401(k), we’ll add $500,000 each year for the next 5 years. LEARN MORE ABOUT OnePersonPlus MORE CLIENT PROFILES
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As a realtor, my income is never the same from year to year. With a OnePerson (k), I save about $50,000 in good years but I don’t have to do anything when business is slow. LEARN MORE ABOUT OnePerson (k) MORE CLIENT PROFILES
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We’re four partners with vastly different needs – our Cash Balance plan is customized to fit us. LEARN MORE ABOUT OWNERSPLUS MORE CLIENT PROFILES
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I’m a sole proprietor with high taxable income. My defined benefit plan will help me qualify for the new 20% deduction on pass-through income. LEARN MORE ABOUT TAX SAVINGS MORE CLIENT PROFILES
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
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More Marketing ResourcesTAX LAW AND RETIREMENT PLANS WHITEPAPER
How the Tax Cuts and Jobs Act affects tax and retirement
Learn MoreROADMAP FOR OPENING A PLAN
Follow these steps to benefit from a OnePersonPlus Defined Benefit
Retirement Plans for Pass-Through Deductions
Help small business, self-employed clients go below taxable income thresholds
Learn MoreCLIENT OF THE WEEK: Advisor Takes His Own Advice
REQUEST A PERSONALIZED ILLUSTRATION
Fill out our Custom illustration form and we will personalize
Learn MoreWho’s Opening Plans
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Dedicated Defined Benefit Services has set up 4500 IRS-approved retirement plans for Professionals, Small Business Owners, and Individuals with Self-employment Income.
I opened a OnePersonPlus Defined Benefit plan and put away $150,000 in last year and another $120,000 this year and it’s all a deduction. I figure at least 30% of it is a gift from the IRS. LEARN MORE ABOUT ONEPERSONPLUS MORE CLIENT PROFILES
The OwnersPlus Cash Balance Program gives me an extra $200,000 to invest and gives my employees a boost too. LEARN MORE ABOUT OWNERSPLUS MORE CLIENT PROFILES
We increased our W-2 income to max out our retirement savings. With a OnePersonPlus defined benefit and a 401(k), we’ll add $500,000 each year for the next 5 years. LEARN MORE ABOUT OnePersonPlus MORE CLIENT PROFILES
As a realtor, my income is never the same from year to year. With a OnePerson (k), I save about $50,000 in good years but I don’t have to do anything when business is slow. LEARN MORE ABOUT OnePerson (k) MORE CLIENT PROFILES
We’re four partners with vastly different needs – our Cash Balance plan is customized to fit us. LEARN MORE ABOUT OWNERSPLUS MORE CLIENT PROFILES
I’m a sole proprietor with high taxable income. My defined benefit plan will help me qualify for the new 20% deduction on pass-through income. LEARN MORE ABOUT TAX SAVINGS MORE CLIENT PROFILES
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
BUSINESS OWNER RESOURCES
DB PROGRAM HIGHLIGHTS FOR BUSINESS OWNERS
Learn about OnePersonPlus Defined Benefit Plans for high income earners
Learn MoreROADMAP FOR BUSINESS OWNERS
Follow these steps to set up your OnePersonPlus Defined Benefit
TAX LAW AND RETIREMENT PLANS
How the Tax Cuts and Jobs Act affects tax and retirement planning
Learn MoreWho’s Opening Plans
Infographic
REQUEST A PERSONALIZED ILLUSTRATION
Fill out our Custom illustration form and we will personalize
Learn MoreCLIENT OF THE WEEK: Advisor Takes His Own Advice
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