Newsletter

How will your retirement plans be impacted by Biden’s tax proposal? With these proposed tax changes still up in the air, let’s consider whether a high-contribution retirement plan is right for you. As you may know, Defined Benefit and Cash Balance plans help self-employed professionals and small business owners accelerate retirement savings by allowing them to make very high deductible contributions – averaging $100,000+ annually.

Step #1: Run a do-it-yourself proposal.

Want to easily see how a Defined Benefit plan compares to other plans? Quickly estimate tax savings and maximum contribution with our Defined Benefit plan calculator.

Step #2: Call us to request a custom proposal.

There are many variables that go into calculating the right contribution for your plan – including wages, tenure, and type of income. As always, we’re happy to run a custom proposal. Call us at 866-269-2706.

For over 20 years, we’ve helped medical professionals build retirement wealth and save BIG on taxes. Don’t wait for the expected tax changes to take effect. Prepare now.

All the best,

Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E gary.c.rosen@dedicated-db.com
P 818-630-7162
www.dedicated-db.com