Is this a smart retirement move for your clients? Let’s explore.

22nd Feb 2022

Tax Deadline Smart Retirement Move

Hello,

Because of the SECURE Act’s deadline extension, there may still time for your high income, self-employed clients to open a Defined Benefit plan – and save big on taxes for 2021. These plans offer the largest allowable deductible contributions to a smart retirement plan, averaging $100,000+ each year. Click here to estimate tax savings. As always, our sales team offers the following support:

  • Refine estimates to match your client’s objectives
  • Get sales ideas from a Defined Benefit plan design consultant – including whether it makes sense for your client to file for a tax extension
  • Present a custom proposal to your client and their CPA
SEE 9 TYPICAL CLIENTS
CALL (866) 269-2706


Best regards,

Raymond Lee

Raymond Lee photo

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E raymond.lee@dedicated-db.com
(866) 269-2706

www.dedicated-db.com

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