Newsletter

Hello,

Gosh. We’ve heard quite a few Advisor stories with clients saying “Shoulda. Woulda. Coulda.” because they missed our deadline to set up plans for the 2021 plan year. 

With Labor Day approaching, now is a great time to identify the right types of clients for a Defined Benefit plan.

Here are the nine types of typical clients who typically open a Defined Benefit plan. As a reminder, these plans may be an effective tax strategy for self-employed and small business clients. And ultimately, they can help grow your business.

Top 3 reasons to start the conversation now:

1. Plan design takes time. Start now so we can get it right.
2. An accurate W-2 will help optimize plan design.
3. CPAs will have more time to work with you before year end.

Want to keep your clients focused on retirement planning?

Try our online Defined Benefit Plan Calculator, which easily compares retirement plans. In 2 minutes you’ll have a professional proposal with estimated contribution and tax savings. As always, call us with any questions at 866-269-2706.

Best regards,

Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E gary.c.rosen@dedicated-db.com
P 818-630-7162
www.dedicated-db.com