Do you have clients concerned about saving on their taxes this year?

6th Mar 2024

Help Navigate Retirement Plans

Many of your clients may feel overwhelmed when making a choice about a retirement plan.

With so many retirement plan options in the market, knowing which is the right one is key.

For example, your high-income self-employed clients may be able to take advantage of significant tax savings if they meet the criteria for a Defined Benefit plan. Our team of Defined Benefit experts can help you find the best path forward and they can customize a proposal specifically for them.

Defined Benefit plans are best suited to clients who are:

  • Self-employed and earning at least $100,000/year
  • Interested in contributing more than allowed in a SIMPLE, SEP-IRA or 401(k)
  • Likely to have cash flow to make contributions for 3-5 years or longer

Reach out to us if you have a client or clients that fit this profile and we can help you make your way through the challenges and guide you to the finish line.

Don’t get lost in the maze, give our proposal generator a try.

Estimate Tax Savings

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
(866) 269-2706

www.dedicated-db.com

 

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Call: 866-269-2706