Newsletter

Just a quick note to let you know that we were able to extend our deadline for accepting applications for Defined Benefit plans for the 2020 tax year. See my original email below for more details.

If you have self-employed clients ready to save big on taxes, we’re ready to help. Call us at 866-269-2706. Completed applications must be received by August 26th. Thanks.

Hello,

The SECURE Act’s modified deadline for opening a Defined Benefit plan has resulted in a whirlwind of activity for us this year – especially since it includes tax filling extensions. However due to high demand, our deadline to receive submissions for a Defined Benefit plan for the 2020 tax year is July 23^rd August 26^th. We would love to accommodate all requests, but we need to allow enough time for due diligence and proper plan design.

Time is running out for your high income, self-employed professionals to open a Defined Benefit plan for 2020. These plans offer the largest allowable deductible contributions to a retirement plan, averaging $100,000+ each year. As always, we’re happy to talk through any prospect or client situation. Call us at 866-269-2706

Best regards,

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