We’re happy to talk with CPAs about retirement plan options. Here’s why.

16th Aug 2023

How will your year-end conversations with your self-employed clients play out?

Hello,

You see high income on Line 31 of the Schedule C. What’s your next move?

For over 20 years Dedicated DB has helped CPAs, like you, choose the best retirement plan solutions for their self-employed and small business clients.

For high-income clients who filed a tax extension for their business, maybe a SEP-IRA would be right for 2022. However, for clients who want to maximize contributions and tax savings, a Defined Benefit plan may makes sense for the 2023 tax year.

Not sure? We’re happy to talk about any client or prospect situation.

Our plan design consultants are happy to help you identify ideal candidates or create a custom proposal. Call 866-269-2706 or email us at DBplans@dedicated-db.com

Program overview for tax professionals >
Easily estimate contribution & savings >

 

Best regards,

 

Gary Rosen
E gary.c.rosen@dedicated-db.com
P
866-269-2706

www.dedicated-db.com

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