2-minute Calculator: You Can Compare Defined Benefit Plan vs. SEP for Doctors?
9th Sep 2019
Right now the expectation of falling markets is high among financial advisors and CPAs. How can you expand your client base & stay active during uncertain times? Improve your prospecting to Doctors, Dentists and Small Medical Practices – who consistently have high-earning jobs regardless of the economy. These stable, self-employed professionals may be great candidates for a high-contribution retirement plan like a Defined Benefit plan.
Identify doctors who would appreciate a Defined Benefit plan. Physicians in certain specialties are more likely to be self-employed, have few employees, earn high incomes and need tax solutions. Do you know doctors who would appreciate making large deductible contributions each year to an upscale retirement plan? They may include:
• Pain Specialists
• Locum tenens
• Oral surgeons
• Plastic surgeons
ANY QUESTIONS? LET’S TALK.
Have a special client situation or have questions about Defined Benefit or Cash Balance plans? Call us at 866-269-2706. We’re happy to answer any questions.