Commission Deduction Packages for Tax and Retirement

Helping you protect your income

Real-Estate

There's one predictable trait all real estate commissions share:

They're unpredictable. Most plans for saving are based on putting away a specific amount of money on a schedule. Houses don't sell on a schedule or for the same amount, so how can you save consistently?

Our Automatic Contribution Program can help. We help you save money only when you earn a commission check. Worried that check amounts vary? That's why you choose a percentage to save instead of a set dollar amount.

How the Program Works

  • Your local Financial Professional will discuss account options with you, and then guide you in selecting and opening the account that best suits your needs.
  • Your Financial Professional then helps you in choosing the percentage of each commission check to be deposited into your account. If you find that you're saving too much or too little, the percentage can be adjusted.
  • You save money only when you make money.
  • Contributions are only made to your account when you earn a commission.
  • Your realty company coordinates with Dergalis to transfer your funds to your account.
  • You are automatically set up to save with minimal effort.
  • You'll receive statements, as well as have 24/7 online account access.

Tax Savings Plan

  • An account offering a competitive interest rate Money Market account
  • A disciplined program to help meet quarterly and yearly tax requirements
  • Spreads funding for tax payment obligation through the entire year
  • Unlimited checkwriting
  • No minimum balance

Enrollment just got easier for you

You will be treated with the utmost professionalism and customer service to satisfy your every need because our goals are aligned with yours. Together we work to deliver the highest return on your benefits investment.

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