Should you recommend this retirement plan before Dec 31? should-you-recommend-this-retirement-plan-before-dec-31 Dedicated DB

Should you recommend this retirement plan before Dec 31?

30th Nov 2021

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.

QUESTIONS? SEE OUR FAQs

CALL US AT 866-269-2706

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

What smart strategies can lower your tax bill as year-end approaches? Read this before making any tax moves. https://t.co/wjXzG78i4T

9:58 PM • 6 October 2022

What are the advantages of Cash Balance #retirement plans? https://t.co/TDaWB88yCd

9:01 PM • 6 October 2022

#RetirementPlanning: There’s a wide gap between expectations and reality, new study shows. https://t.co/qpxi8FURke

8:39 PM • 6 October 2022

We offer a broad array of Sales & Marketing materials to help you learn about our #retirement products and help you… https://t.co/6AlxLBoaso

2:39 AM • 6 October 2022

The key to attracting prospects is simpler than you might think. https://t.co/uNN1KbxINN

2:01 AM • 6 October 2022

Do you have questions about Defined Benefit plans? Check out our FAQs. https://t.co/rPqYz8o2wE