Newsletter

Now that April 15th has passed, it is a good time to consider clients who could benefit from potential increased tax savings next year. If you have clients who are high-income, small small business owners or self-employed, they may be eligible to use more of their earnings to enhance their retirement savings.

Some of the benefits they may be eligible for with a Defined Benefit plan include:

• Allows the highest contributions to a qualified plan, $100,000 or more, depending on a number of factors
• May reduce adjusted gross income, which can enhance the effectiveness of certain tax deductions, depending on the client’s individual tax situation.
• Contributions are generally tax deductible, subject to individual circumstances, which may increase tax savings efficiency.
• Investments can potentially grow tax-deferred within the plan, which may support faster long-term accumulation compared to taxable alternatives.

Learn what makes an ideal client for a Defined Benefit plan on our website.

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