WHITE PAPER: NEW FLEXIBILITY IN DEFINED BENEFIT PLANS

29th Sep 2016

rubber band flexibility

Learn how a well-designed defined benefit plan allows qualified clients to minimize their taxes and maximize their retirement wealth with the confidence they won’t ever be locked into a plan that they can’t afford.

Defined benefit plans may allow the highest tax-deductible contributions in an IRS-approved retirement plan. A well-designed defined benefit plan allows independent consultants, professionals and small business owners to minimize their taxes, maximize their personal retirement accumulations, and feel confident that they won’t ever be locked into a plan that they can’t afford. This paper examines some of the strategies and provides illustrations.

Dedicated DB@ DedicatedDB

What smart strategies can lower your tax bill as year-end approaches? Read this before making any tax moves. https://t.co/wjXzG78i4T

9:58 PM 6 October 2022

Dedicated DB@ DedicatedDB

What are the advantages of Cash Balance #retirement plans? https://t.co/TDaWB88yCd

9:01 PM 6 October 2022

Dedicated DB@ DedicatedDB

#RetirementPlanning: There’s a wide gap between expectations and reality, new study shows. https://t.co/qpxi8FURke

8:39 PM 6 October 2022

Dedicated DB@ DedicatedDB

We offer a broad array of Sales & Marketing materials to help you learn about our #retirement products and help you… https://t.co/6AlxLBoaso

2:39 AM 6 October 2022

Dedicated DB@ DedicatedDB

The key to attracting prospects is simpler than you might think. https://t.co/uNN1KbxINN

2:01 AM 6 October 2022

Dedicated DB@ DedicatedDB

Do you have questions about Defined Benefit plans? Check out our FAQs. https://t.co/rPqYz8o2wE

1:56 AM 6 October 2022

Estimate contribution and deduction with our DB calculator Try it now