Newsletter

The New Year is rapidly approaching and now may be a great time to reach out to your high-income clients and help them lock-in tax savings. There’s no time like the present to set up a plan for a qualifying client and end the year strong.  

Who may be a good candidate for a Defined Benefit (DB) plan?

• Client is 35+ years of age
• Client typically earns at least $100,000 annually in one of these ways:
  • Is a sole practitioner or owns business with family
  • Is self-employed as primary means of earning a living
  • Has a second occupation in which they work for themselves
  • Is considered an independent contractor
• Client wants to annually contribute to their retirement more than the $66,000 allowed in a 401(k)/Profit Sharing Plan or the $6,500 allowed in a SEP, and
• Client expects to be able to make that contribution annually for at least 3-5 years

Do you have any clients like these?

Learn more about how you can help your clients save on taxes before year-end with our DB plan calculator.

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

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

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