Newsletter

Back-to-school season is a natural time to reset routines, evaluate budgets, and prepare for the final months of the year.

In today’s economic climate—where rising costs impact both household budgets and business operations—maintaining a consistent tax and retirement strategy is more important than ever.

A Defined Benefit (DB) plan may provide eligible high-earning small business owners and independent professionals a powerful way to help expand retirement savings and manage tax obligations.

Learn three ways a Defined Benefit plan can help stabilize your long-term outlook:

1. Substantially Higher Contribution Potential: Save significantly more than traditional 401(k) or SEP-IRA caps—often $100,000 to $200,000+ annually depending on your age and earnings.
2. Immediate Tax Reduction: Contributions are generally tax-deductible as a business expense, helping offset increasing operational costs by keeping more capital in your hands.
3. Predictable Growth: Build a fixed retirement income that remains stable during broader market volatility.

To learn more about Defined Benefit plans sign up for a live demo.

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