Pension Deductions

Tax Deductions for the Small Businesses. Find out the best pension plan for you

Key benefits

  • A defined benefit plan lets a small business owner contribute as much as $100,000 to $300,000 to a pension plan. Use our calculator to find out the maximum that you can contribute.
  • Request a personal consultation to brain storm the best and suitable retirement plan options for you. Free!
  • Get a lead in your retirement planning and save thousands in taxes each year.

How it works with QuickBooks

Access our DB Calculator through QuickBooks. Enter your age and average income. Find out how much you can contribute to a defined benefit pension plan. We have simplified complex actuarial calculations and coded them in to our app. Get end to end consultation on various aspects of the defined benefit plan and find out how to set one up.


As a business owner or a self employed individual you take all the risk associated with the business and then forfeit a large part of your income to the government in the form of taxes! Wouldn’t you like to put aside a large part of your pre-tax money in a retirement plan and claim a tax deduction on it? Of course, you know all about 401(k) and profit sharing plans, but let us introduce the monster in the retirement plan world. It’s the Defined Benefit Plan! Use our calculator to find out how much you can contribute to the defined benefit plan.

Using our app is Free, and will always will be.

Free 0 Unlimited Our app is free to use

Feel free to reach out to our pension consulting team for any assistance with the defined benefit plan. We can assist you with the new plan you are trying to set up or an already existing pension plan

(646) 409-1660
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What is a defined benefit plan?
A defined benefit plan is a type of a pension plan that allows a business owner to contribute the maximum amount of money towards their own retirement. Contributions can be made each year and typically range between $50,000 to $250,000 which can be deducted on your tax returns.
How to determine the contribution amounts to the defined benefit plan?
The contribution amounts are typically based on the age and average income of the individual. Use our calculator to determine the maximum permitted amount for you.
Is there a minimum contribution required each year?
Each year the actuary will calculate a range in which you can contribute to the defined benefit plan. The minimum amount can be reduced in a particular year with a plan amendment.
How can I set up a defined benefit plan?
Once you decide to go ahead with the pension plan, please reach out to us. We will assist you with drafting the plan document and help you open the investment accounts. Our company can also provide the annual administration and administrative services for your defined benefit plan. Please feel free to email us at or call 646-409-1660 to speak with a retirement plan consultant.