2019 Calculator: See How Much Clients Can Contribute and Save Dedicated DB

2019 Calculator: See How Much Clients Can Contribute and Save

15th Mar 2019

Calculate Tax Savings and Compare Retirement Plans for Your Clients

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.

WHY IT MATTERS NOW

Defined Benefit and Cash Balance plans help your clients hold on to more of their income, which they invest with you. Run a proposal with our calculator and use it to start the conversation with clients now. Here’s one client example:

50 year-old Sole Proprietor earning $250,000.
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.

Want to learn more about the benefits of Defined Benefit plans? Sign up for one of our weekly webinars

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.