Retirement and taxes. How can you prepare to talk to clients about them?

29th Aug 2023



Back-to-school season means new learning. So why not help educate your clients about the benefits of a tax-advantaged retirement plan?

As a reminder, Defined Benefit plans may be an effective tax strategy for self-employed and small business clients. And ultimately, they can help grow your business.

Top 3 reasons to start the conversation now:

  1. Plan design takes time. Start now so we can get it right.
  2. An accurate W-2 will help optimize the plan design.
  3. CPAs will have more time to work with you before year end.

Want to keep your clients focused on tax and retirement planning?

Try our online Defined Benefit Plan Calculator, which easily compares retirement plans. In two minutes you’ll have a professional proposal with estimated contribution and tax savings. As always, we’re happy to help you identify the right types of clients. Call 866-269-2706 or email us at

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Best regards,


Gary Rosen

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Call: 866-269-2706