Go back to resourcesThis deadline is fast approaching. Do your clients know about it?
1st Mar 2021
Hello,
The SECURE Act’s deadline extension is fast approaching for many high income, self-employed clients. To establish high-contribution retirement plans for 2020, we recommend that your clients sign and date all documents far ahead of their business’ tax filing deadline. Effective plan design takes time, so start the process now!
There Is Still Time to Design a Retirement Plan for the 2020 Plan Year
Defined Benefit or Cash Balance plans help self-employed and small business owners accelerate retirement savings by allowing them to make very high contributions – the largest deductible contributions approved by the IRS. Our Plan Design Consultants can:
- Help you identify prospects
- Create a custom proposal
- Work quickly to complete the plan design
If your qualified client is ready to save big on taxes, we’re ready to help. Call us at 866-269-2706.
| ESTIMATE TAX SAVINGS NOW |
| READ OUR SECURE ACT BLOG |
All the best,
Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E gary.c.rosen@dedicated-db.com
P 818-630-7162
www.dedicated-db.com
Dedicated DB@ DedicatedDB
This consultant's estimated accumulation with a Defined Benefit plan is expected to exceed $1.9 million, and he wil… https://t.co/4CC5wdpa4K
11:02 PM • 22 March 2023
Dedicated DB@ DedicatedDB
Here are 10 sobering stats on #RetirementPlanning in 2023 https://t.co/ihHgJitjD6
10:59 PM • 22 March 2023
Dedicated DB@ DedicatedDB
Why are Cash Balance #retirement plans a great option for self-employed doctors and owners of small medical practic… https://t.co/0EZFBkl9RU
11:01 PM • 21 March 2023
Dedicated DB@ DedicatedDB
Top 5 Personal Finance Books To Read In 2023 https://t.co/bues3q3e0B
10:59 PM • 21 March 2023
Dedicated DB@ DedicatedDB
For the self-employed, these pension plans provide large tax-deductible contributions averaging $100,000+ annually.… https://t.co/Cu7S4GWPm5
9:59 PM • 15 March 2023
Dedicated DB@ DedicatedDB
2 Case Studies: The True Cost Of Aging At Home For Affluent Elders https://t.co/LtSeHxlWBz