Have questions about DB plans for your clients? We’d love to talk with you.

12th Dec 2019

Don’t guess. Let’s talk.

Take advantage of our Concierge service.

At Dedicated DB, our plan design experts are here to help you talk through any client situation. It’s what we do – weekends too by appointment. A short call can help you determine whether a Defined Benefit plan is right for your high-income clients.

Clients can open a Defined Benefit plan through Dec 31 with NO RUSH FEES. But you need to call us soon. Call 866-269-2706 to request a free proposal with estimated tax savings.

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Cash Balance plans will be processed with NO RUSH FEES, but requests must be received ASAP.

How does a DB plan compare to other plans?

Here are some of the reasons why doctors, lawyers, consultants, as well as mom & pops are opening Defined Benefit plans:

  • Contributions are tax deductible and may provide tens of thousands of dollars in tax savings
  • A DB Plan may allow high income clients to contribute 2-3 times the amount they might otherwise contribute to a SEP or 401(k)

Dedicated DB | Calculator

Try our 2-minute Defined Benefit Plan Calculator to:

  1. Estimate annual contribution and tax savings
  2. Compare SEP, SIMPLE and 401(k) contributions
TRY OUR 2-MINUTE CALCULATOR

Contact Us for ALWAYS AVAILABLE Consulting.

866-269-2706 | DBPlans@dedicated-db.com

 

 

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Estimate contribution and deduction with our DB calculator Try it now