Do you have clients who could benefit from increased tax savings?

23rd Oct 2024

If you have clients who regularly max out their 401(k) contributions and are looking for a way to lower their tax liability, a Defined Benefit plan may be the right solution.

There are few considerations to keep in mind as you consider which clients this plan may best fit. If they are self-employed, earning $100,000 or more, age 35+, with 0-5 employees and are looking to save a lot for retirement and on their taxes, this could be the right plan for them.

Client 1

Self-employed, age 50+, consultant earning $345,000/annually looking to maximize his retirement savings.

Client 2

Medical professional, age 40+, interested in lowering their tax liability and saving for retirement.

Client 3

A full-time employee with side-income over $100,000, looking to retire in 5-10 years.

TAKE A LOOK AT OUR
TYPICAL CLIENTS

Some occupations you might consider are:

Architect
Attorney
Consultant
Content Creator
Contractor
Entrepreneur
Financial Planner
Graphic Designer

Independent Corporate Director
Independent Insurance Agent
Manufacturer’s Rep
Mortgage Broker
Real Estate Agent
Software Developer
Video Gamer
Writers

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,

ray signature

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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