WHITE PAPER: NEW FLEXIBILITY IN DEFINED BENEFIT PLANS

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.