Newsletter

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

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com