Dedicated Defined Benefit Services

Do your small business and self employed clients know that retirement plans can have tax-deferred growth on earnings? Read more to learn more. #retirementplanning #smallbusiness #definedbenefitplan

Advisors can differentiate themselves to clients during the pandemic, but in smarter ways. #practicemanagement #retirementplanning #definedbenefitplan

Best wishes for a Happy Holiday!

Do you have clients who own micro businesses? Here’s how a Cash Balance plan can help them save huge on taxes. #retirementsavings #taxsavings #cashbalanceplan

Learn how this chiropractor couple is taking a crack at Cash Balance plans and saving taxes and building retirement for their family. #cashbalanceplan #retirementplanning #taxsavings https://www.dedicated-db.com/client-of-the-week/

No one knows the outcome of the presidential race or how Congress could adjust the tax code next year. But there are changes taxpayers can make now, financial advisers say.

The traditional financial advisor is more important than ever, providing a human touch. #personalfinance #financialplanning #wealthmanagement

Here's a round-up of our top stories on women and financial independence, entrepreneurship and retirement. #womeninbusiness #entrepreneurship #retirement

If Joe Biden wins the election, he has called for rolling back the Tax Cuts and Jobs Act and proposes raising income taxes and Social Security taxes on wages over $400,000. #Taxlaw #TCJA #taxplanning

Here's why more advisors are choosing to go on their own. #RIA #practicemanagement #financialplanning

Learn more how small business owner can save big on taxes with this little known retirement plan. #definedbenefitplan #retirementplanning #taxsavings

Here’s a round up of articles on how advisors are adapting during the pandemic #clientrelations #practicemanagement #wealthmanagement

A 64-year-old executive traded up his retirement to a Defined Benefit plan and is saving big on taxes #definedbenefitplan #retirementplanning #taxsavings https://www.dedicated-db.com/client-of-the-week/

Your profitable small business owner clients may be surprised to know that they could save thousands on annual taxes with a relatively unknown retirement plan a Defined Benefit plan. #definedbenefitplan #taxsavings #retirementplanning

Are you an online entrepreneur? Learn how you can save big on taxes and build wealth. #entrepreneurship #definedbenefitplan #taxsavings

Be careful with CARES Act taxes -- you’ll have to pay taxes at some point. #CARESAct #PPP #taxes