Chart a course for your clients to greater tax savings

4th Mar 2025

Helping your clients make a decision about the best retirement plan for their situation is one of the keystones of your work. Guiding them through all the various options and leading them to the right solution can be challenging.

With a lot of options out there it’s best to think about your client’s unique circumstances.

If you have a client who is over 35+ years of age, self-employed and earning a high-income they may qualify for a Defined Benefit plan which would allow them to save a lot on taxes and for retirement.

However, if they are younger than 35 years of age and earning less, a 401(k) or a SEP-IRA may be a better solution.

Are you curious to learn whether a Defined Benefit plan would be the right choice for your client?

Take a look at our white paper and see if they are a good match.

DOWNLOAD BASICS OF
DEFINED BENEFIT PLANS WHITE PAPER

Do they have Employees?

If they have 1 or more employees, a Cash Balance plan may be a better solution.

LEARN ABOUT CASH BALANCE PLANS

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

Best regards,

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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