Our top retirement mistake of last year is avoidable. Here’s how.

30th Jan 2023

 
What is the #1 retirement mistake of 2022?

Hello,

What is the top mistake that we saw last year?
Making SEP or SIMPLE contributions in 2022 – without talking to us first.

Every year we see disappointed clients because they’ve already contributed to a SEP-IRA or SIMPLE IRA. And this typically prevents these consistent high earners from being able to take advantage of the added tax savings of a defined benefit plan or cash balance plan in the same calendar year.

We’ve made it easy to compare retirement plan options. See the key differences between defined benefit vs. defined contribution plans.

Before the busy tax season, now is a great time to start the conversation.

Whether your high-income client is a sole proprietor, LLC or corporation, they may qualify for a huge tax deduction from their business income – $100,000 or more each year. Do you want to estimate tax savings or request a custom proposal? Call us at 866-269-2706. We’re happy to help and easy to talk to.

Defined Benefit vs. Defined Contribution Plans >
Easy Steps for Prospecting & Opening Plans >

Best regards,

 

Gary Rosen
E gary.c.rosen@dedicated-db.com
P
866-269-2706

www.dedicated-db.com

Dedicated DB@ DedicatedDB

We offer a broad array of materials to help you learn about our retirement products and to help you sell. https://t.co/8at2JCXmjt

8:01 PM 24 March 2023

Dedicated DB@ DedicatedDB

Make Tax Season As Painless as Possible by Taking These 6 Steps https://t.co/3LdsqV6AbN

7:57 PM 24 March 2023

Dedicated DB@ DedicatedDB

This consultant's estimated accumulation with a Defined Benefit plan is expected to exceed $1.9 million, and he wil… https://t.co/4CC5wdpa4K

11:02 PM 22 March 2023

Dedicated DB@ DedicatedDB

Here are 10 sobering stats on #RetirementPlanning in 2023 https://t.co/ihHgJitjD6

10:59 PM 22 March 2023

Dedicated DB@ DedicatedDB

Why are Cash Balance #retirement plans a great option for self-employed doctors and owners of small medical practic… https://t.co/0EZFBkl9RU

11:01 PM 21 March 2023

Dedicated DB@ DedicatedDB

Top 5 Personal Finance Books To Read In 2023 https://t.co/bues3q3e0B

10:59 PM 21 March 2023

Estimate contribution and deduction with our DB calculator Try it now

Call: 866-269-2706