What have we been hearing from Advisors like you?

20th Jul 2022

Retirement planning is still a top priority for high-income clients.


Trending: high-income clients may be scaling back in some areas, but not retirement.

Based on our conversations with Advisors, self-employed professionals are prioritizing building retirement income over big purchases like cars and homes. Also because of inflation concerns, small business owners seem to be wanting more liquidity for their businesses. A Defined Benefit plan may be a good option, for high-income professionals who want to accelerate their retirement savings.

How does a Defined Benefit plan compare to other plans?

Here are some of the reasons why some of our high-income, self-employed clients – like lawyers, board directors, and consultants – are opening Defined Benefit plans:

  • Contributions are tax deductible and may provide tens of thousands of dollars in tax savings
  • A Defined Benefit plan may allow high-income clients to contribute 2-3 times the amount they might otherwise contribute to a SEP-IRA or 401(k)
  • Try our Defined Benefit Plan Calculator to easily estimate annual contribution and tax saving

Because of the SECURE Act, there may still be time for small business owners, who filed a deadline extension, to open a Defined Benefit plan for 2021. Call us at 866-269-2706 to learn more.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E raymond.lee@dedicated-db.com
(866) 269-2706


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