How much can your clients save on taxes? Try our DB plan calculator.

9th Jul 2020

Calculate Tax Savings and Compare Retirement Plans for Your Clients

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Defined Benefit Plan Proposal Icon

Instantly see how much clients can contribute and save with a Defined Benefit plan.

Calculate Tax Savings and Compare Retirement Plans

Clients can double or triple their retirement plan contributions — and reduce their tax liabilities with a Defined Benefit plan. Quickly estimate how much with our updated online calculator. 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.

If you have a client with employees or a special situation, you can email a request form for a custom illustration to DBPlans@dedicated-db.com. Someone from our sales team will respond within 24 hours.

RUN A PROPOSAL NOW

WHY IT MATTERS NOW

Defined Benefit and Cash Balance plans help your clients hold on to more of their income, which they invest with you. Run a proposal with our calculator and use it to start the conversation with clients now. Here’s one client example:

  • 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. 

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Want to learn more about the benefits of Defined Benefit plans? Sign up for one of our weekly webinars

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Contact Us for ALWAYS AVAILABLE Consulting

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.

CONTACT US

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

 

 

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