Are your clients concerned about rising costs and saving for the future?

6th May 2025

With the recent market fluctuations and rising costs of doing business, your clients may be hesitant about contributing towards their retirement. Additionally, with the April 15^th tax deadline in the rearview mirror, they may be looking for ways to save on tax expenses. We may be able to help you find a way of addressing these concerns.

Defined Benefit plans can help provide stability in crafting long-term financial goals with your clients while also saving them a lot on taxes annually. A Defined Benefit plan could also offer flexibility in how much they would like to contribute.

Do you have clients that filed an extension?

If they haven’t already contributed to a SEP-IRA, they may be able to increase their savings for the 2024 tax year with a Defined Benefit plan. Learn more about these plans and their unique advantages and flexibility by reading our white paper.

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FLEXIBILITY WHITE PAPER

Want to learn more of the details?

Delve into the specifics of Defined Benefit plans and see how they can help your clients.

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Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com