Newsletter

We know that recent media coverage about the economy can scare some clients – and even make them want to put their retirement plans on hold. This comes at a time when tax reform has made high-earning clients even more concerned about their tax returns. In such a stormy climate, we recommend Defined Benefit and Cash Balance retirement plans for your clients in weatherproof occupations. These include professions like doctors, dentists, lawyers, farmers and engineers.

The 3 key benefits of Defined Benefit plans for high-income professionals, who are typically owner-only, owner + spouse or family business, include:

1. They potentially allow the highest tax-deductible contributions – averaging $100,000+ each year.
2. They can provide tens of thousands of dollars in tax savings for 2019.
3. They can help clients build wealth for the future — regardless of the economy or time of year.

Plans for Physicians: An Rx for Tax & Retirement Savings

Learn How Physicians Can Benefit from a Defined Benefit Plan

Check Your Client List for These Other Stable Occupations

We’re Happy to Help You Identify Qualified Prospects

You can provide high-income clients certainty during uncertain times by recommending a proven tax strategy. Want to talk about a specific client situation? Our DB experts offer concierge services and are available 24/7 by appointment to answer any questions or run custom proposals. Or you can try our Do-It-Yourself Defined Benefit calculator.

Contact Us for ALWAYS AVAILABLE Consulting at 866-269-2706.

1-866-269-2706
www.Dedicated-DB.com