Tax Savings Plan through the Automatic Contribution Program

Helping you protect your income


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

  • A Putnam money market account(1) offering a competitive interest rate
  • 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 can deliver the highest return on your benefits investment.

Duly registered and licensed Financial Professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Dergalis Associates is not owned or operated by Equitable Advisors or Equitable Network. PPG-6470215.1 (03/24) (Exp. 03/28)