2019 Calculator: See How Much Clients Can Contribute and Save
15th Mar 2019
Instantly see how much clients can contribute and save with a Defined Benefit plan.
Clients can double or triple their retirement plan contributions — and reduce their tax liabilities with a Defined Benefit plan. Quickly estimate how much with our updated online calculator. It lets you compare SIMPLE, SEP-IRA, 401(k) and Defined Benefit plans for solo practitioners, mom & pops, consultants, physicians and other high income self-employed professionals.
If you have a client with employees or a special situation, you can email a request form for a custom illustration to DBPlans@dedicated-db.com. Someone from our sales team will respond within 24 hours.
With a Defined Benefit plan he reduces his tax liability by almost $40,000 and adds $98,000 to his retirement account each year.
Client lowers taxable income and potentially qualifies for the Section 199A 20% deduction for pass-through entities.
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Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and don’t charge asset-based fees. We’re dedicated to your success.