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Do you have clients that filed an extension for 2024 and are looking for additional tax savings?

We may have a solution that can help. If you have high-income self-employed clients, that are 35+ years of age, they may be eligible for significant savings with a Defined Benefit plan. These specialized plans allow for the high annual contributions and are tax-deductible, which helps reduce the tax burden.

Our deadline for establishing plans is September 1

We have a team of Defined Benefit plan specialists here to answer any questions, you and your clients may have, and help your through the steps of establishing a plan.

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