Deadline Ahead – Lock in Maximum 2017 Tax Savings

15th Dec 2017

Quick Adoption for Defined Benefit Plans

Defined Benefit Plans
QUICK ADOPTION 2017

DON’T DELAY: Open Plan by December 31, 2017

Give Your Clients Big Tax Savings in 2017.
Plans Must Be Opened by Year-End.

OnePersonPlus® is a Defined Benefit Retirement Plan that potentially can reduce taxable income by $100,000 or more while adding $1-2 million to retirement savings.

It’s not too late to help your high income clients with self-employment income lock in 2017 tax savings and build retirement assets by setting up a defined benefit plan. Plans must be opened by the end of their fiscal year, generally, December 31st.

We have special quick adoption procedures to help individuals or individual and spouse open Defined Benefit and 401(k) plans through year-end.

GET STARTED

We can help you make the sale.

Client Highlights Doc

EMAIL TO HIGH INCOME CLIENTS

DECEMBER ONLYcalendar

Quick Adoption Application must be completed and signed by 12/31/2017. Fund by tax deadline in 2018.

DOWNLOAD PLAN APPLICATION

Proposal Image

CREATE AN ILLUSTRATION

Show your clients a proposal; you can create one in seconds.

CALCULATE SAVINGS

Call Our Defined Benefit Specialists

1-866-269-2706

© Copyright 2001-2017 Dedicated Defined Benefit Services LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Dedicated Defined Benefit Services, LLC.

 

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