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Want to slash your taxes and supercharge your retirement?

Consider opening a high-contribution retirement plan for yourself. Advisors (including RIAs, CFPs, and CPAs) are the #3 occupation, who open Defined Benefit plans with us.

Here are some of the reasons why your colleagues are opening Defined Benefit and Cash Balance plans:

• Contributions are tax deductible and may provide tens of thousands of dollars in tax savings
• A DB Plan may allow you to contribute 2-3 times the amount you might otherwise contribute to a SEP or 401(k)
• Investments grow tax deferred, building wealth faster

Add Value to Your CPA Relationships:

With tax extensions done, now is the perfect time to partner with CPAs. Until year end, CPAs will be having financial planning discussions with their high-end clients. Ask CPAs:

“Do your clients need more than a SEP?

For your CPA contacts’ clients (or yourself), use our Defined Benefit Plan Calculator to:

1. Estimate annual contribution and tax savings
2. Compare SEP, SIMPLE and 401(k) contributions

Contact Us for ALWAYS AVAILABLE Consulting.

866-269-2706 | DBPlans@dedicated-db.com