Newsletter

Paying too much in taxes? Want to turbocharge your retirement? Let’s talk.

For almost two decades, we’ve helped physicians, like you, maximize retirement contributions and tax savings with high-contribution retirement plans. Over 20% of the Defined Benefit and Cash Balance plans we open are for independent physicians and small medical practices.

The older you are, generally, the higher the contribution. For instance, starting at age 52, a physician who pays himself $350,000 in W-2 income from his C-Corporation can accumulate $2.7 million tax deferred in 10 years.

These days, we know you’re dealing with a lot. At Dedicated DB, our plan design experts are here to help talk through any retirement situation. It’s what we do – weekends too by appointment. A short call can help you determine whether a Defined Benefit plan is right for you.

And as a way of showing our appreciation for everything you’ve been doing during the crisis, you can receive $500 off the plan setup fee*. The sooner you open your plan, the sooner you can contribute to your account. Call 866-269-2706 to request a free proposal with estimated tax savings.

How does a DB plan compare to other plans?

How does a DB plan compare to other plans? Here are some of the reasons why Anesthesiologists, Radiologists, Neurologists and other physicians are opening a Defined Benefit plan (vs. a Defined Contribution plan):

• Contributions for DB plans are tax deductible and may provide tens of thousands of dollars in tax savings
• A DB Plan may allow high income clients to contribute 2-3 times the amount they might otherwise contribute to a SEP or 401(k)

*The offer is for $500 off the plan setup fee for both Defined Benefit and Cash Balance plans for new clients only. Offer available through August 31, 2020.