Your Client’s Tax Savings =
More Assets for You to Manage
Advisors always ask us, “Do you have anything that shows how a Defined Benefit plan compares to other retirement plans?” Yes. Our Defined Benefit Calculator. In 2 minutes, you can run an estimate and see how large the contribution could be.
So it’s not too late to start the conversation with your high-income clients, who are concerned about their tax bills and want to take action this year.
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