We updated our calculator. Which client will you share it with first?

6th Mar 2023

Hello,

How can you easily compare retirement plans for your high-income clients?

See how much your self-employed clients could contribute and save using our updated Defined Benefit plan calculator. It lets you compare SIMPLE, SEP-IRA, 401(k) and Defined Benefit plans for solo practitioners, mom & pops, consultants, and physicians — and creates a proposal you can share with your clients or your clients’ CPAs.

Some advantages of Defined Benefit plans:

Clients can save and defer taxes on double or triple what they could save in a SEP or 401(k)
Depending on your client’s age, years of service, and business type, contributions could be as high as 50-80% of compensation
Investments grow tax-deferred, building wealth faster

Estimate Contribution & Tax Savings >

When should you recommend a Cash Balance plan?

Whether your client is a small practice or partnership with 2-10 employees, they may qualify for a huge tax deduction from their business income, if they are eligible for a Cash Balance plan. Do you want to talk about a small business client? Or request a custom illustration? Call us at 866-269-2706. We’re happy to help.

Custom Illustration Request Form >

Best regards,