Newsletter

We are here to help close out retirement plan season for 2023.

Our deadline is July 31st.

Mid-summer is here, and time is running out for you to help clients who filed tax extensions set up Defined Benefit plans for 2023. Time is of the essence to submit to allow for evaluation and plan design.

Help your high-income self-employed clients save before time runs out.

Defined Benefit plans can potentially provide the largest tax-deductible contribution for high earners averaging over $100,000 annually. We’re here to help walk you through the process and answer any questions you may have.

*Information provided through the Defined Benefit calculator is intended to be educational and is not tailored to the needs of any specific investor or their investment needs.     

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