Could your high-income clients be saving more?

4th Feb 2020

Could your high-income clients be saving more?

Are your entrepreneur clients too busy to talk about saving for retirement?

Don’t wait until Dec. 31 to find out your clients’ 2020 earnings information. By then, it may be too late to recommend the right retirement plan and help them maximize tax savings. But if you could talk to your clients now, which of these solutions would you suggest?


At Dedicated DB, our job is to help self-employed clients save on taxes and build wealth, which we do by offering tax-advantaged retirement plans. We understand that most entrepreneurs are focused on their business and just want to get their enterprise off the ground. For busy entrepreneurs, retirement isn’t a high priority. Learn about 4 retirement plan options for entrepreneurs.

How does a Defined Benefit plan compare to other plans?

Here are some of the reasons why some of our entrepreneur clients – like video gamers, online coaches, YouTubers, and consultants – are opening Defined Benefit plans:

  • Contributions are tax deductible and may provide tens of thousands of dollars in tax savings
  • A DB Plan may allow high-income clients to contribute 2-3 times the amount they might otherwise contribute to a SEP or 401(k)
  • Try our Defined Benefit Plan Calculator to easily estimate annual contribution and tax savings

Contact Us for ALWAYS AVAILABLE Consulting.

866-269-2706 |




Dedicated DB@ DedicatedDB

A Defined Benefit plan provides #retirement benefits for corporate board members who receive high salaries. See how…

9:00 PM 24 June 2022

Dedicated DB@ DedicatedDB

Clients are looking at the world differently and #advisors are here to help.

8:01 PM 24 June 2022

Dedicated DB@ DedicatedDB

The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo…

7:08 PM 24 June 2022

Dedicated DB@ DedicatedDB

9 signs a client relationship is in danger.

7:03 PM 24 June 2022

Dedicated DB@ DedicatedDB

What's next in #wealthtech? Innovators weigh in at INVEST 2022.

5:10 AM 24 June 2022

Dedicated DB@ DedicatedDB

Advisors, we have resources for you to help clients understand and build their #retirement plans.

4:30 AM 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now