Your small business clients? Do they know about this powerful tax strategy?
13th Sep 2021
Hello,
Do you have high-income clients with very small businesses or professional practices?
We have made Cash Balance retirement plans for micro businesses (<10 employees) easy to open and manage. Cash Balance plans may allow clients to contribute and deduct $150,000+ annually for themselves. By combining with a 401(k), we usually can limit the costs to them for employee benefits.
Prospective clients for Cash Balance plans:
- Professional Practices, Partnerships, Profitable Businesses with 2-10 employees
- Owners age 40+ years of age
- Annual income of $150,000
- 401(k) clients who want to contribute and deduct more each year
Do your small biz clients need more than a SEP-IRA or 401(k)?
A Cash Balance plan may allow small business owners to contribute 2-3 times the amount they might otherwise contribute to a SEP or 401(k), simultaneously reducing the employee contribution liability. Our Cash Balance Resource Kit gives you everything you need to inform your clients about the benefits of these high-contribution plans.
As always, we’re happy to answer any questions. Call us at 866-269-2706.
CASH BALANCE RESOURCE KIT |
LIVE CB PLAN PRESENTATION |
All the best,
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

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