Likely tax hike? How can you start the conversation with your clients?

13th Apr 2021

Estimate Tax Savings


How will your clients’ retirement plans be impacted by expected tax changes? And what can you do to start the conversation?

Defined Benefit or Cash Balance plans can help self-employed and small business owners accelerate retirement savings by allowing them to make very high contributions. Run a proposal with our updated calculator to estimate contributions and tax savings. Then use it to start the conversation with clients.


There Is Still Time for 2020 DB Plans

Because of the SECURE Act and this year’s IRS tax filing deadline extension, high-income clients may have even more time to open a Defined Benefit or Cash Balance plan for the 2020 tax year. Not sure if your client qualifies for a high-contribution retirement plan? Call us at 866-269-2706. We’re happy to help.

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All the best,

Gary Rosen

Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus


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