Here are Secrets of the Self-Made for Week of May 4 Dedicated DB

What Financial Advisors Are Reading This Week

4th May 2016

Secrets of the Self-made

There’s Still Life in Private DB Plans

Don’t write off defined benefit plans’ business potential. In the right circumstances, cash balance DB plans continue to get a positive response from plan sponsors. This article focuses on larger retirement plans and the advantages of cash balance plans in reducing plan sponsor’s liabilities. Cash balance plans held more than $1 trillion in assets as of 2013.

Via Wealth Management

What Is a Defined Benefit Plan

Many financial advisors and CPAs are looking for ways to help their clients save money on taxes, and build wealth. Defined benefit plans are a good option for high earning professionals, particularly those who are maxing out their 401(k) and profit sharing plan contributions each year such as medical and dental practices and very profitable small business.

Via Dedicated Defined Benefit Services

Q&A: HighTower CEO On Why The ‘Fiduciary’ Rule Falls Short

Personal finance writer Jennifer Barrett interviews Elliot Weissbluth, CEO of HighTower Advisors—a nine-year-old national financial services company with more than $30 billion in assets under management that has long adhered to the fiduciary standard — on what the new rule means for those seeking financial advice.

Via Forbes

Niche Focus Can Bring Efficiency, Effectiveness and Profitability

While competition from increasingly large numbers of advisors make niche marketing an attractive client acquisition strategy, advisors who work in niches say that having a market focus also makes them more effective, efficient and profitable.

Via Financial Advisor IQ

11 Daily Habits of Self-Made Billionaires Anyone Can Adopt

The key to becoming a billionaire is to study billionaires, which is what Steve Siebold has done in his book, “How Rich People Think.” Here are 11 daily habits of self-made billionaires.

Via Business Insider

Dedicated DB@ DedicatedDB

Here's how this couple saved enough money to retire at 38 and 41 via @voxdotcom #retirementplanninghttps://t.co/ruJNPToj94

8:42 PM 16 October 2019

Dedicated DB@ DedicatedDB

Independent recruiters are earning high income, but can save big on taxes and accumulate wealth with a Defined Bene… https://t.co/aJJw1Szw1x

7:42 PM 16 October 2019

Dedicated DB@ DedicatedDB

Get to Know the Female Entrepreneurs Who Are Reshaping the Business World via @entrepreneur #powerfulwomenhttps://t.co/s4KusQii25

6:40 PM 16 October 2019

Dedicated DB@ DedicatedDB

How to cut your 2019 tax bill before it’s too late -- (you can also open a Defined Benefit plan) via @marketwatchhttps://t.co/2T9A0XtTkB

5:19 PM 16 October 2019

Dedicated DB@ DedicatedDB

Study examines why more people DON'T want to be financial planners via @thinkadvisor #financialplanners #RIAs https://t.co/VAxrstqkmT

9:40 PM 15 October 2019

Dedicated DB@ DedicatedDB

4 Tips for Aspiring Women Business Owners via @entrepreneur #womeninbusiness #entrepreneurs #smallbiz https://t.co/fbmJ4mbilE

7:39 PM 15 October 2019

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