Newsletter

Your clients may be dreading the impact of taxes they will owe this year and could be interested in finding a way to maximize their tax savings and plan for retirement. A Defined Benefit plan can be a way to provide tax relief and reduce annual tax liability.

If you are interested in learning more, here are some questions to consider:

• What kind of clients are right for a Defined Benefit plan?
  Typically, high-earning small business owners who are 35+ years of age are ideal prospects. See some examples.
• What are the requirements of a Defined Benefit plan?
  Take a look at our FAQs.
• Did your clients file an extension for 2023?
  There may still be time for them to sign up for a high-contribution retirement plan for the 2023 fiscal year.

For a quick way to find out how much it may be possible for your clients to save on taxes, try our Defined Benefit plan calculator*.

*Information provided through the Defined Benefit calculator is intended to be educational and is not tailored to the needs of any specific investor or their investment needs.     

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