Newsletter

As a financial professional your clients turn to you to learn new ways of relieving their tax burden. There are many possibilities to increase their savings.

One way is opening a Defined Benefit plan

If you have clients that are small business owners, 35+ years of age, and earning more than $100,000 they may be a good candidate.

Here are some of the key tax advantages of this unique plan:

• Can contribute large amounts – $100,000 or more
• Are fully tax deductible, allowing them to save big on taxes
• Investments grow tax deferred
• Offers a tax-free rollover into an IRA upon retirement

 To learn more, review our factsheet for financial advisors:

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