Newsletter

As 2024 is drawing to a close now may be a good time to reach out to your key clients and help them finalize their retirement plans for the year. When you contact them, take the opportunity to introduce them to the tax savings advantages of Defined Benefit plans. These high contribution retirement plans may help them reduce their taxable income by $100,000 and help them save $1-3.4MM for retirement in just 10 years.

This is our busy season so contact us soon and we can help you get the process started with our streamlined sign-up process. Opening Defined Benefit plans before December 31 can offer advantages, such as simplifying planning for potential year-end adjustments and securing the plan, ahead of any upcoming tax changes. 

Give your clients the gift of tax savings!

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