Create a Personal Tax-Saving Plan for Your Clients

10th Aug 2017

 

Tax Saving Plan

CREATE A Personal Tax-Saving Plan for Your Clients

Are your clients holding off on big investments decisions? Don’t wait for tax reform legislation when your qualified clients can take advantage of existing government programs now. You can help your clients create a tax strategy by opening a tax-advantaged retirement plan designed specifically for high-income professionals, consultants and business owners with up to 10 employees.

OnePersonPlus® Defined Benefit plan and OwnersPlus™ Cash Balance plan sales in the first half of 2017 are outpacing last year’s sales. We have heard from many advisors whose clients held off opening a defined benefit plan in 2016 but now are ready to save more of what they earn through tax-deferred programs like defined benefit plans.

Not sure where to start? Call our plan design consultants, 1-866-269-2706. Or use our online calculator to run an estimate for your clients.

ALWAYS AVAILABLE RETIREMENT PLAN CONSULTING TO SUPPORT YOU

CONSIDER US YOUR RETIREMENT PLAN CONCIERGE

Have a question on small business retirement plans? We’ll get you to the correct answer. And, if your client does not fit our specialty – defined benefit and cash balance plans- we’ll refer you with a warm introduction to a highly qualified TPA.

AVAILABLE ANYTIME – EVEN NIGHTS AND WEEKENDS

Meeting with clients on short notice? We’re available 24/7 by appointment. We can run estimates, answer questions, or be on a call with you and your clients.

PHONE: 866-279-2706
EMAIL: DBPLANS@DEDICATED-DB.COM

FREE RETIREMENT PLAN ILLUSTRATIONS

Proposal Image

Not sure if your client qualifies? Run an estimate yourself online and then give us a call. We can refine it for you and help you talk your clients through it.

Try Our Instant Defined Benefit Calculator

SUPPORT FOR A TAX-SAVING CAMPAIGN

Need marketing inspiration? Check out our Sales and Marketing Resources. You’ll find tons of great ideas, white papers — and free brochures.

KEY DATES TO KEEP IN MIND

  • Establish a Safe Habor 401(k) Plan by October 1
  • Submit Cash Balance Plan requests to us by December 15
  • Open a Defined Benefit Plan or Solo 401(k) Plan with us by December 31

Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and do not charge asset-based fees. We’re here to help. Contact our plan design consultants to discuss your client’s business situation.

Phone: 866-269-2706
Email: DBPlans@Dedicated-DB.com

 

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Estimate contribution and deduction with our DB calculator Try it now