High-income clients who filed an extension may want this retirement plan

18th Apr 2023

What are the steps before it's too late?

Hello,

This deadline extension means more time for a plan for 2022.

As a reminder, the SECURE Act’s deadline extension is approaching for many high income, self-employed clients who filed a tax deadline extension. To establish high-contribution retirement plans for the 2022 tax year, we recommend that your clients sign and date all documents far ahead of their business’ tax filing deadline. 

Effective plan design takes time, so start the process now!

Defined Benefit or Cash Balance plans help self-employed and small business owners accelerate retirement savings by allowing them to make very high contributions – the largest deductible contributions approved by the IRS. Our Plan Design Consultants can:

  1. Help you identify prospects
  2. Create a custom proposal
  3. Work quickly to complete the plan design

If your qualified client is ready to save big on taxes, we’re ready to help. Email us at DBplans@dedicated-db.com or call us at 866-269-2706.

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Best regards,

 

Gary Rosen
E gary.c.rosen@dedicated-db.com
P
866-269-2706

www.dedicated-db.com

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