Newsletter

With April 15th fast approaching, the usual panic starts to set in with clients concerned about what they might owe. Many high-income self-employed professionals or small business owners worry that there is no way to save more of their earnings.

However, they may still be eligible to save more on their taxes for 2025. If they meet certain criteria, they may be able to access substantial savings while also strengthening their retirement portfolio.

If they are:

• 35+ years of age
• Maxing out their SEP-IRA or 401(k)
• Self-Employed or a Small Business owner with 1-5 employees
• Earning $100,000+ annually

They may qualify for a Solo Defined Benefit plan or a 1-5 person Cash Balance plan.

Have a client you think might be a good fit? Our Plan Consultants are ready to answer all your questions.

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