Newsletter

Looking back on 2024, it’s helpful to review your practice so you can look for areas of improvement and ways to help your clients save more of their earnings. Taking some time and reflecting can help set the stage for greater success as we kick off the new year.

For example, did you have any high-income self-employed clients who maxed out their contribution to a SEP or SIMPLE-IRA? If so, they may be eligible to save significantly more with a Defined Benefit plan. It’s important to make sure they know early in the year if they are eligible for this type of plan before contributing to their existing plan. It could provide greater tax savings and allow for increased retirement savings plan contributions.

The first step is to see if they fit the criteria. Take a look at our eligibility checklist and find out if you have clients that could benefit from this unique retirement plan.

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