Looking for a way to increase your clients retirement savings?

26th Aug 2026

Advance your clients financial goals by expanding their retirement plans

Looking at your clients’ tax situation in 2025 can help provide a direction to steer them in the short term and develop a plan to advance their retirement savings in the long term. If they are high-earning self-employed or small business owners who have already invested for retirement in 2025, find the best way of saving for their current situation and then look for the potential to expand in tax year 2026

Here are two steps they can take to move from one level of saving to another:

1. SEP/IRA

In the near term this type of plan offers a way for clients to save the lessor of 25% of their income or $72,000, fully tax-deductible.

2. Defined Benefit Plan

If they can put even more towards their retirement this type of plan may offer them significant tax savings and provide a stable annual benefit in retirement.

Review a comparison of how Defined Benefit plans measure against other plans.

COMPARE RETIREMENT PLANS

Calculate your clients’ potential savings

Our Defined Benefit Calculator can help you quickly estimate how much your client may be eligible to save.

TRY OUR DEFINED BENEFIT CALCULATOR

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@test.dedicated-db.com.

Best regards,

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