Newsletter: Calculate Maximum Retirement Plan Contributions Dedicated DB

Calculate Maximum Retirement Plan Contributions

26th Sep 2018

Good news:

Our 2018 online Retirement Plan calculator allows you to instantly compare what your high-income self-employed clients can contribute and deduct to a SEP, 401(k) and Defined Benefit plan. You will receive a presentation-ready report completely personalized for each client.

Add our calculator to your prospecting and marketing toolkit as you begin your year-end planning conversations. These high-contribution retirement plans generally provide new assets for you to manage.

High-income clients need more help than ever prior to year-end

The Tax Cuts and Jobs Act (TCJA) eliminates many tax deductions and has complicated rules for pass-through businesses to qualify for deductions. Defined Benefit and Cash Balance plans, by providing the largest IRS-approved retirement plan contributions, potentially can help professionals and small business owners lower their taxable income sufficently to take advantage of the additional 20% deduction.

You can help your clients hold on to more of their income by using our calculator—the most advanced available online. Show your clients how to double or triple their retirement plan contributions—and deductions.

The calculator produces personalized proposals, tailored to meet your clients’ savings objectives. They include: