No Rush Fees – Ever

6th Dec 2016

ONE MONTH LEFT

The deadline for opening qualified plans for your clients (or yourself) is December 31st. Do you have a client like these who need a bigger plan?

Husband and wife in business together, making a lot of money

Husband and Wife Business OwnersObjective
Maximize retirement savings quickly

Profile
Husband & Wife working together with no employees: Adam age 60, Eva age 58, pay themselves $265,000 each in W-2 income. They both plan to retire in 5 years.

Solution
Defined Benefit Plan with 5 years funding,
optional 401(k)

OnePersonPlus® Defined Benefit only
2016 Contribution: $426,000 = Tax Savings @ 38%: $161,800

Or, by combining  a Defined Benefit + 401(k)
2016 Contribution: $505,800 = Tax Savings @ 38%: $192,200

Projected Defined Benefit Only Accumulation after 5 years: $2.43 Million

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We are accepting:

Cash Balance requests through December 16

Defined Benefit requests through December 31st

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OUR PLAN CONSULTANTS ARE ALWAYS AVAILABLE, EVEN ON THE WEEKENDS BY APPOINTMENT.

NO RUSH FEES EVER!

CALL: 866-269-2706

EMAIL: DBPLANS@DEDICATED-DB.COM

 

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