Looking for a tax savings strategy? We updated our calculator for 2026.

5th Jun 2026

If you have clients who maxed out their 401(k), SEP-IRA or SIMPLE they may be eligible to save even more for retirement with a Defined Benefit plan. Our calculator provides a client ready proposal showing an estimate of what they can save on taxes and for retirement.

There are unique advantages to this type of plan, and they work best for small business owners or self-employed individuals earning $100,000+/annually. Defined Benefit plans can help reduce adjusted gross income making deductions and exemptions worth even more.

With our easy-to-use calculator you can quickly generate a proposal today.

TRY OUR DEFINED BENEFIT CALCULATOR

Help clients find the right plan for them

Depending on your client’s scenario, they may be more suited to a different plan. See what other options are available.

RETIREMENT PLAN OPTIONS

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

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