See how the 2018 Tax Cuts & Jobs Acts Affects Defined Benefits

19th Jul 2018


Stay Informed

Major Tax Deductions Impacted by the
Tax Cuts & Jobs Act

Corporate Tax Rate Drops. Tax payers get new standard deductions. BUT, many personal deductions are curtailed. The Tax Cuts and Jobs Act (TCJA) changed many deductions that your high income self-employed and small business clients may have used previously to reduce taxes.

Surprisingly, TCJA increased the value of high contribution retirement plans like Defined Benefit & Cash Balance plans for certain clients. We’ve summarized the major changes to the tax law in an easy to understand infographic you can share with your clients.

See Tax Deductions

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Five Steps to Defined Benefit Sales
We work with you, every step of the way.

When selling Defined Benefit plans, the Dedicated DB team is committed to partnering with you from the early stages all the way to the final deadline timeframe. We have outlined a process that makes it easy on you and focuses on streamlining sales, minimizing likelihood of missed deadlines. We present you with a clear plan the shows you how to:

  • Prospect for ideal customers
  • Begin the conversation
  • Present a proposal – that was created for you!
  • Contact a Defined Benefits expert
  • Gather assets to ensure deadline compliance

Our proven process has helped establish thousands of established Defined Benefits customers.

Review Our Process

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Run our instant do-it yourself Defined Benefit calculator to see how much you or your client could save on taxes and add to retirement

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