412(e)3 / DB Plans

About 412(e)3 / DB Plans

A 412(e)(3) plan is a fully insured defined benefit plan. This retirement plan is ideal for the small business owner for a variety of reasons. This plan will often provide a much greater tax reduction over more traditional retirement plans – which means lowering your AGI and keeping more of your money. This type of plan also provides you with more certainty and benefits for your and/or your employees versus plans where there really are a minimal amount of benefits aside from the tax deductibility of it.

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