Your small business clients could be missing out on big tax savings

14th Nov 2024

Year-end is a great time to check in with your best clients. Small business owners with 1-5 employees (micro-businesses) may be eligible to make large tax-deductible contributions to a Cash Balance plan.

There are a few considerations to see if your clients are a good fit:

Does your client have a profitable small business with 1-5 employees?
Are they age 35+?
Are they interested in making large contributions for the next several years?

If the answers to those questions are yes, then now is a good time to set up an appointment with our retirement plan experts. They can walk you through the requirements and help you create a custom illustration that will show you know how much your clients may be able to save on their taxes while also saving for retirement.

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10 MINUTE CALL

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To learn more about Cash Balance and Defined Benefit plans and to access materials you can share with clients, check out our:

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MATERIALS RESOURCES

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

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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