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Jodi Boehm's Contact Details
866-269-2706
Dedicated Defined Benefit Services
Jodi Boehm's Company Details
If you are a financial advisor who is interested in tax-advantaged options that help your high-income, self-employed clients convert income to wealth more quickly, learning about defined benefit pensions plans for independent professionals and other small businesspeople is your next step.We are here to help!Dedicated Defined Benefit Services supports high income clients and their financial advisors with the sale and servicing of Defined Benefit (DB) retirement plans. These plans can allow large tax deductions with annual plan contributions of $100,000+ for Independent Professionals, Small Business Owners and people with self-employment Income, including the income of a working spouse. Who could benefit from knowing more about defined benefit pension plans?We help advisors learn about small business Defined Benefit plans and identify clients best suited to these plans. Our marketing and presentation materials give advisors tools for reaching out to clients and prospects. We provide DB plan expertise from pre-sales through administration; advisors provide investment expertise and manage the retirement portfolio.Ironically, in an age where large corporations have done away with defined benefit plans as too expensive a benefit, small firms of 1-5 employees can still derive considerable benefit and should consider the option.For the right person, the tax advantages of a defined benefit pension make a lot of financial sense.Our IRS-approved defined benefit retirement plans allow the largest annual contributions for small business owners and individuals with self-employment income. Generally, contributions are deductible against earned income and can save you $40,000 or more each year in taxes.Talk to us about our program in more detail. • We handle the administration and reporting.• The high-income, self-employed earner (HISE) commits to a minimum contribution plan.• The financial advisor handles the investment of the contributions.