Newsletter

Hello,

We’re busy this time of year, but our quick setup process makes opening Defined Benefit plans easier. As you may know, high-contribution retirement plans can potentially reduce taxable income by $100,000+ while adding $1-2 million to retirement savings.

Open plans by December 31

There may be benefits to opening Defined Benefit plans before December 31 including the ease of planning around possible year-end adjustments and opening the plan before new tax changes take effect.

Give your clients big tax savings in 2021

Run an estimate yourself online and then give us a call at 866-269-2706. We can refine the proposal for you and help you talk your clients through it.

We’re available evenings and weekends too by appointment. Let me know how I or any of our Plan Design Consultants can help. Thanks.

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