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Define Benefit Plan

Client Centered

A Define Benefit Plan is considered a qualified retirement plan, so the contributions are tax-deductible. They can be implemented along with your existing 401k plan. 

Ideal Candidate

  1. A small business owner who is maxing out their 401k and wants to contribute additional tax-deductible contributions. 
  2. Forty years of age and older.
  3. Has consistently high W-2 or Self Employment income
  4. Can contribute $50k or more.
  5. Wants to protect their savings from creditors.