Instantly see how much clients can contribute and save with a Defined Benefit plan.
Clients can double or triple their retirement plan contributions — and . Quickly estimate how much with our updated reduce their tax liabilities with a Defined Benefit plan . It lets you compare SIMPLE, SEP-IRA, 401(k) and Defined Benefit plans for solo practitioners, mom & pops, consultants, physicians and other high income self-employed professionals. online calculator
If you have a client with employees or a special situation, you can email a to DBPlans@dedicated-db.com. Someone from our sales team will respond within 24 hours. request form for a custom illustration
help your clients hold on to more of their income, which they invest with you. Defined Benefit and Cash Balance plans and use it to start the conversation with clients now. Here’s one client example: Run a proposal with our calculator
50 year-old Sole Proprietor earning $250,000.
With a Defined Benefit plan he reduces his tax liability by almost $40,000 and adds $98,000 to his retirement account each year.
Client lowers taxable income and potentially qualifies for the Section 199A 20% deduction for pass-through entities.
Want to learn more about the benefits of Defined Benefit plans? Sign up for one of our weekly webinars
Contact Us for Consulting ALWAYS AVAILABLE
Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and don’t charge asset-based fees. We’re dedicated to your success.