What Makes This Retirement Program So Attractive to Your Clients?

20th Sep 2019

Dedicated DB |OwnersPlus

What makes a Cash Balance plan so attractive?

Safe Harbor Deadline: October 1Small business owners potentially can contribute 3x or 4x more to a cash balance plan than what they can to other plans – up to $200,000 annually.

Here are some of the key advantages of our OwnersPlus™ Cash Balance Plan + 401(k) Safe Harbor/Profit Sharing 401(k) plan:

  • Contributions are deductible business expenses generally saving the owner tens of thousands of dollars in annual taxes
  • Contributions for owners often exceed 90% of the total contribution amount
  • Investments grow tax deferred, building wealth faster

Dedicated DB | Calculator

Request a Customized Illustration

LEARN ABOUT CASH BALANCE PLANS

Safe Harbor plans must be opened by OCTOBER 1.
Contact Us for ALWAYS AVAILABLE Consulting.

866-269-2706 | DBPlans@dedicated-db.com

 

Dedicated DB@ DedicatedDB

A Defined Benefit plan provides #retirement benefits for corporate board members who receive high salaries. See how… https://t.co/udADc6rmdF

9:00 PM 24 June 2022

Dedicated DB@ DedicatedDB

Clients are looking at the world differently and #advisors are here to help. https://t.co/POMSnpfbi9

8:01 PM 24 June 2022

Dedicated DB@ DedicatedDB

The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI

7:08 PM 24 June 2022

Dedicated DB@ DedicatedDB

9 signs a client relationship is in danger. https://t.co/1GsJrXtyJI

7:03 PM 24 June 2022

Dedicated DB@ DedicatedDB

What's next in #wealthtech? Innovators weigh in at INVEST 2022. https://t.co/oTSprapOES

5:10 AM 24 June 2022

Dedicated DB@ DedicatedDB

Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV

4:30 AM 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now