Go back to resources2020. This is NOT the year to procrastinate with Defined Benefit plans.
13th Dec 2020
Open Defined Benefit plans by Dec 31
Hello:
This is a quick note to remind you that your high-income, self-employed clients can still open a high-contribution retirement plan by year end. A Defined Benefit or Cash Balance retirement plan can reduce taxable income by $100,000 or more annually while adding $1–2.5 million to retirement savings.
No Rush Fees
We don’t charge rush fees for establishing the plan. If your qualified client is ready to save big on taxes, we’re ready to help. Call us at 866-269-2706.
Or see how a Defined Benefit plan compares to other plans with our Defined Benefit calculator:
| ESTIMATE TAX SAVINGS |
Thank you,
Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
550 North Brand Boulevard, Suite 1610
Glendale, CA 91203
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com
