Tax season is here. Are your clients looking for relief?

9th Apr 2024

Are your client concerned about tax deadlines?

As we move quickly through tax season, your busy clients may need support as they look to find retirement solutions that may help ease their yearly tax burden. One way to help is to introduce them to a retirement plan that can fit their needs. 

Defined Benefit plans offer a way for high-income, self-employed clients to make large contributions towards their retirement while also savings on taxes – and you have until your 2023 business tax return due date plus extension to open a plan for 2023.

Depending on their situation, some clients may have reservations about committing to a high contribution plan because their income may fluctuate, but Defined Benefit plans do offer some flexibility. They can also be combined with 401(k) plans to provide additional tax saving opportunities.

We can help! Now is a good time to talk to your client about the benefits of a Defined Benefit plan – before they contribute to SEPs or other plans.

Estimate Tax Savings
Download our Flexibility Whitepaper

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

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Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E raymond.lee@dedicated-db.com
(866) 269-2706

www.dedicated-db.com

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