|
|
|
|
|
|
|
|
|
Key Dates Tax filing for 12/31/2009 plans must be completed by October 15th, 2010.
|
|
|
|
OnePersonPlus® is supported by Dedicated Defined Benefit Services, the only national company focused exclusively on helping advisors target, market, sell and service Defined Benefit Plans for HNW, high-income Professionals, Small Business Owners and the Self-employed.
|
|
|
|
|
|
|
|
|
|
3 Questions to Ask Professionals, Business Owners & the Self-Employed
Clients making over $200k this year can only guess what's going to happen to income tax rates in 2011. Small business owners are wondering whether they should accelerate income in 2010 just in case the
tax cuts are allowed to expire. And, if they accelerate income now, even at today’s rates, their tax liabilities will be high.
You might be able to reduce the uncertainty by increasing their retirement plan contributions to $100,000+ and lowering their tax brackets. If they have concerns, you can help. Start talking to your high income clients now by asking 3 questions:
Are you concerned about income tax increases in the next few years?
There are retirement plans that potentially could lower your tax bracket and your overall tax liabilities.
Advisors: Read about proposed tax changes.
Do you feel prepared to retire?
We might be able to upgrade your retirement plan with a defined benefit plan to super charge your retirement savings and reduce your annual tax liability — starting this year.
Advisors: Click here to compare plans
Would you contribute more than $50,000 a year to a retirement plan if it were tax-deductible?
- Defined Benefit plans are based on your age, income, years to retirement so there isn't a single cap on what everyone can contribute. We can run the numbers to see what your maximum is.
- If you have the income, we can design a plan that allows you to put away over $100,000 a year as a business deduction
- In this plan, the older you are, the better — the more you can put away
- Depending on your age and income, you might be able to contribute and deduct up to 80% of your compensation to the plan.
Advisors: See Chart
Advisors: Calculate maximum contribution and tax savings
|
|
Together we'll meet your clients' needs — and exceed their expectations.
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.
Visit www.onepersonplus.com
|
|
|
Copyright 2001-2010 Dedicated Defined Benefit Services LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.
|
