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

9th Mar 2023



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,


Gary Rosen
E gary.c.rosen@dedicated-db.com


Dedicated DB@ DedicatedDB

We offer a broad array of materials to help you learn about our retirement products and to help you sell. https://t.co/8at2JCXmjt

8:01 PM 24 March 2023

Dedicated DB@ DedicatedDB

Make Tax Season As Painless as Possible by Taking These 6 Steps https://t.co/3LdsqV6AbN

7:57 PM 24 March 2023

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

Estimate contribution and deduction with our DB calculator Try it now

Call: 866-269-2706