Tax Savings – It’s a Top Priority for Business Owners

Thanks to changes in the SECURE Act, a business owner can now setup a qualified plan (and make deductible contributions) up to and until they file their 2020 taxes.  This includes all employer contribution plans, such as Profit Sharing, Defined Benefit, and SEP-IRAs.  This brand-new opportunity is a way for your business owner clients to attain much needed tax savings when they need it the most. Tax savings are a top priority for successful business owners, so don’t delay, help your business owner clients today by helping them save for tomorrow.

Advanced Markets has resources for you to get started in this marketplace, including client-friendly storyboards, decision trees, and client fact finders. 

• Qualified Plan Storyboard (Tax Rate Roulette)
• Qualified Plan Fact Finder

To get a Qualified Plan Illustration for your specific client, you can submit the completed Qualified Plan Fact Finder to: qpm@nationallife.com

The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.