Do you know micro business owners looking to save on taxes in 2023

23rd Jun 2024

We Make it Easy for You

Do you have clients who are small business owners with 5 or less employees? These micro businesses stand to benefit with large savings on taxes and for retirement with a Cash Balance plan. We’re happy to talk with you and see if your client is a good candidate.

Here are some questions to consider:

  • How many employees does your client have?
  • Do all of them need to participate in the plan?
  • How much are they looking to save for retirement?

We can walk you through determining if you have a client that is the right fit. Sign up for a 10-minute conversation.

Cash Balance Client Review

Key Benefits of Cash Balance Plans

  • Business owners can potentially save three to four times more for retirement than with other plans such as 401(k)/profit sharing, Simple IRA or SEP-IRA
  • Contributions are tax deductible business expenses creating large tax savings
  • Employee contributions may be limited depending on plan type

Try Our Defined Benefit Calculator for plan year 2023 or 2024

Defined Benefit Plan Calculator

Calculate Savings

*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

Best regards,

Raymond Signature 

raymond lees picture

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

(866) 269-2706

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Estimate contribution and deduction with our DB calculator Try it now

Call: 866-269-2706