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High-income self-employed clients may be eligible to save a lot more

If your client got bad news this year about their tax liability, we may still have a solution to help them save for this year or to increase their savings in the next year. Clients who are high-earning ($100,000+) self-employed individuals that haven’t contributed to their retirement yet, may be eligible to lower their taxable income by getting started with a Defined Benefit plan.

Here are a few advantages of Defined Benefit plans:

• Contributions are fully tax deductible – saving huge amounts in taxes
• Investments grow tax-deferred, potentially building wealth faster than a taxable investment
• Clients and their advisors may invest plan contributions in marketable securities, such as stocks, bonds, ETFs, mutual funds, and annuities, they choose

Test drive our speedy Defined Benefit plan calculator

Our specialized calculator can quickly provide you with a polished proposal to share with your client outlining what they may be eligible to save. Give it a try!

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