Turning What You (and your CPAs) Know About DB Plans on its Head

20th Nov 2014

upside down graphic

upsidedownWe published a new article this month for your use in working with CPAs. It discusses how defined benefit plans have improved in ways that make them the retirement plan of choice for independent professionals, small business owners and high income self-employed clients (HISE individuals).

Why send your CPAs this article?

CPAs area great source of referrals, but they may not be actively identifying tax-sensitive high-income clients for year-end tax planning. You can help them educate their clients by having conversations about DB Plans NOW, as their clients can still lock in 2014 tax savings by setting up a plan before year-end.

If you or your CPA’s client or prospect is interested in reducing tax liability this year, you can run an estimate online to see which small business retirement plan would be best for each one.

What you should do next:

Download our Article “Turning What You Know About Defined Benefit Plans on Its Head”.

Email it to CPAs to share with clients who want to save more for retirement and reduce their taxes.

Follow up with CPAs and send them brochures or other marketing materials that they can use with clients who want to learn more.

Questions?

Call 1-866-269-2706 to discuss specific client situations. We can run custom illustrations for you at no charge.

Dedicated DB@ DedicatedDB

Here are 6 tips to help you plan for retirement via @CNBC #retirement #retirementplanning https://t.co/tD0c161gmR

8:35 PM 19 April 2019

Dedicated DB@ DedicatedDB

Looking for a tax deduction? See how much you can save with our free Defined Benefit calculator #definedbenefithttps://t.co/uwc1ckzVDC

7:34 PM 19 April 2019

Dedicated DB@ DedicatedDB

A 25-year-old YouTuber quit her day job and now makes 6 figures recording herself eating via @money #youtuberhttps://t.co/4BH5ZaL5Nq

5:14 PM 19 April 2019

Dedicated DB@ DedicatedDB

11 strategic topics to discuss at your next meeting with your financial advisor via @forbes #advisorshttps://t.co/Q1ulizP44R

4:15 PM 19 April 2019

Dedicated DB@ DedicatedDB

Financial advisors are innovating their practices too slowly and that may have negative implications for their grow… https://t.co/8JaWYTFuzp

8:55 PM 18 April 2019

Dedicated DB@ DedicatedDB

2019 PR trends are affecting high-income PR professionals, who are opening Defined Benefit plans #PRhttps://t.co/fQDGQILpEF

5:30 PM 18 April 2019

Estimate contribution and deduction with our DB calculator Try it now

Send this to a friend