This deadline is fast approaching. Do your clients know about it?

1st Mar 2021

 
THERE’S little TIME for YOUR CLIENTS TO SAVE BIG for the 2020 TAX YEAR.

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:

  1. Help you identify prospects
  2. Create a custom proposal
  3. 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

Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E gary.c.rosen@dedicated-db.com
818-630-7162

www.dedicated-db.com

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