Newsletter

As the summer months tend to be a bit slower, it may be a good time to take stock and think about your retirement future. We regularly talk with financial professionals, RIAs, CFPs, and CPAs regarding retirement plan options for their clients. When they see the tax advantages available with a Defined Benefit plan, they often opt to open a plan for themselves. As small business owners with few or no employees, they are ideally positioned to qualify.

Defined Benefit plans are ideal for individuals who:

• Earn $100,000 or more annually
• Are interested in making larger contributions than are allowable with a SEP or 401(k)
• Can contribute to fund the plan for 10 years
• Have 0-5 employees

Does this sound like you or a client you may know? Leverage our resources and discover how much you or a client is able to save annually on taxes and for retirement. Take a break and learn about the advantages that may be available to you.

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,

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