Is a possible recession making your clients rethink their retirement plans?
13th Sep 2022
Are your clients worried about a possible recession? And thinking about waiting to retire?
While the markets may ebb and flow, it’s important to help your self-employed and small business clients stay the course. Now may be a good time to recommend a flexible retirement plan that allows your clients to accelerate their retirement savings.
Turbocharge tax savings and contributions with a Defined Benefit plan
These wealth-building pension plans allow high-income, self-employed professionals to make very high contributions – the largest deductible contributions approved by the IRS. At Dedicated DB, our Plan Design Consultants can:
- Help you identify prospects
- Create a custom proposal
- Work quickly to complete the plan design
Let’s talk before your clients contribute to a SEP and solo 401(k)
We appreciate that many clients want to continue contributing towards their retirements while delaying big purchases. However, please have them hold off on contributing to a SEP-IRA or solo 401(k) until you talk to us first. Call us at 866-269-2706, so we can discuss the best retirement plan options. We’re here to help.
|FLEXIBILITY OF DEFINED BENEFIT PLANS >|
|ESTIMATE TAX SAVINGS AND CONTRIBUTION >|
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
P (866) 269-2706