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
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

Dedicated DB@ DedicatedDB

In this “gig” economy many people who work independently don’t think of themselves as business owners. Are you a… https://t.co/IkkZb7aiw5

3:09 AM 28 September 2022

Dedicated DB@ DedicatedDB

What's the Difference Between a Pension Plan and a 401(k)? https://t.co/v0a8T1i2la

3:08 AM 28 September 2022

Dedicated DB@ DedicatedDB

#Advisors who work with us move smoothly through a proven retirement plan sales process that delivers results for t… https://t.co/gB9t1DG7kq

2:47 AM 28 September 2022

Dedicated DB@ DedicatedDB

The ultimate #RetirementPlanning guide for 2022 https://t.co/0zHAaS8sRK

2:45 AM 28 September 2022

Dedicated DB@ DedicatedDB

What does a TPA do when it comes to Defined Benefit plans? https://t.co/0gRc8xS1Ar

3:47 AM 24 September 2022

Dedicated DB@ DedicatedDB

How Congress can turbocharge #smallbusiness retirement savings. https://t.co/n6olA6CWTs

3:35 AM 24 September 2022

Estimate contribution and deduction with our DB calculator Try it now