2020. This is NOT the year to procrastinate with Defined Benefit plans.

13th Dec 2020

How can we help you get this across the finish line?

Need a custom proposal?

Open Defined Benefit plans by Dec 31 

Hellor

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

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
(866) 269-2706

www.dedicated-db.com

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