With all the market uncertainty…how can you help clients stay the course?

10th Feb 2022

 
Learn about the flexibility of a Defined Benefit plan

Hello,

You can’t control market uncertainty. So why not focus on what’s certain: the upcoming tax season.

In times like these, your clients are likely looking to you for guidance on retirement and tax planning. For over 20 years, we’ve helped small business owners and self-employed professionals learn about the tax advantages and flexibility of Defined Benefit and Cash Balance plans. They include:

  • Higher contribution limits: These power pension plans may allow your clients to contribute more than they currently can into a SEP IRA or 401(k) plan
  • Built-in flexibility: Clients have the discretion to contribute in some years but not others
  • Personal 401(k) plan: In certain situations, clients can combine a Defined Benefit plan with a OnePerson(k) to increase contributions and flexibility

Need help identifying candidates? View our Typical Defined Benefit Clients. Whether your high-income client is a sole proprietor, LLC or corporation, they may qualify for a huge tax deduction from their business income – $100,000 or more each year. Want to talk about a prospect or client situation? Call us at (866) 269-2706. We’re happy to help. Thanks.

TYPICAL DEFINED BENEFIT CLIENTS
ESTIMATE TAX SAVINGS NOW

 
All the best,

Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E gary.c.rosen@dedicated-db.com
818-630-7162

www.dedicated-db.com

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