Reduce 2021 Taxable Income With a Cash Balance plan

2021-cash-balance-plan-opportunity

You only have until August 4th, 2022 to start the process 

 

CB plans are a great way for your small business owner clients to reduce taxable income and build wealth. While most other consulting firms have a cut off deadline of June 30 for 2021 plans, we give you until August 4th to start the process.

Think a CB plan could be right for one of your clients? Request a plan illustration to get the process started. A custom illustration will give you:

  • Actual savings amounts your client could contribute to the plan
  • Any additional costs or requirements your client will need to provide to staff employees
  • Full picture on the benefit provided and next steps to implementation. 

Remember, as a retirement plan advisor, CB plans offer you substantial AUM growth opportunity. For small plans (1 to 10 participants), average immediate plan asset size is $100k to $400k and over 5 years that typically grows to $500k to $2.3M in AUM for you as the advisor. 

Interested to see what your clients could be saving?

Fill out the form below to start the process of developing a custom illustration for your client(s) that qualify.

Start the process today