Retirement Actuarial Services

Designer DB Plus® Quick Qualifier Calculator

A polished preliminary screening tool for CPAs and business owners evaluating whether a deeper Designer DB Plus® review may be worth exploring.

What This Tool Does

Provides a directional estimate of owner contribution range, total deduction range, and estimated tax savings based on simplified inputs. This is a first-step screening tool only.

Inputs
Owner Information
Enter age to calculate a directional range.
Enter business net income as a screening input.
Employees
Optional. Used only for a rough employee-cost placeholder.
Optional. Used only for a rough employee-cost placeholder.
Tax
Default 37%. Used for directional tax-savings estimate.
Default 0%.
Results
Action required: Check the acknowledgment and enter Owner Age and Net Income to view results and enable Print / PDF.
Acknowledgment (required)
Fit Indicator
Estimated Total Deduction (Directional Range)
$—
Estimated Tax Savings (Directional Range)
$—
Owner Contribution Range (Directional)
$—
Suggested Next Step
Important Disclosures (Click to Expand/Collapse)

Educational & Screening Tool Only. This calculator provides simplified, high-level estimates based solely on user-entered information and generalized assumptions.

No Advice; No Reliance. Do not rely on these results to file taxes, establish a plan, make contributions, or make business decisions.

Not a Plan Quote, Proposal, or Guarantee. Results are not a plan proposal or quote and do not guarantee eligibility, deductions, allocations, testing outcomes, or tax treatment.

Tax Law & Limits Change. Always confirm current rules and applicability with qualified advisors before acting.