Are your clients ready for the new Tax Law?

28th Jun 2018

Dedicated DB


Are Your Clients Ready For The New Tax Law?

The New Tax Cuts and Jobs Act (TCJA) impacts many major tax deductions that your small business and high income self-employed clients may have previously used to reduce taxes.

The good news is that TCJA actually turbo-charges the deductions available with high contribution retirement plans such as Defined Benefit & Cash Balance plans for certain clients.

See The Deductions

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“How Do Your Clients Savings Match Up?”

With Our Defined Benefit Calculator, you can create a personalized estimate of tax savings and contribution maximums for each qualified prospect



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Interested In Learning More?

If you have high income self-employed or small business clients who need to reduce taxable income to qualify for the Section 199A 20% deduction, let us show you how a Defined Benefit or Cash Balance plan could work.

Call us Monday – Friday from 7am-5pm PT
(weekends by appointment) at 1(866) 269-2706.

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