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I Found The Best Retirement Plan For Self Employed (Solo 401k, SEP IRA, Mega Backdoor Roth IRA)


Sign Up For Solo401k & Save $60k+ For Retirement Today! Create A SEP IRA with M1 Finance For FREE Today! In this video, we answer the question of what the best retirement plan is for self-employed people so that you can save millions for retirement tax-free and maximize your small business finances. 🛠 My Top Resources For Scaling Businesses: 💻 My Top Small Business Tools Best Business Bank Account (Free): Best Email Marketing (Free): Best Website Builder (Free): Best Productivity Tool (Free): 🔗 Other Stuff Don't forget to subscribe! 👈😁 Add me on Instagram! 👉 DISCLAIMER: This video and description contain affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! Everything in this video is based on information we learned from online resources, our own experiences, and books we have read. Please do your own research before making any important decisions. You and only you are responsible for any and all digital marketing decisions you make. Thank you for watching!...(read more)



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retirement planning for the self-employed can be tricky, but there are several options available that can work well for those who don't have access to a traditional employer-sponsored 401(k). Three popular choices are the Solo 401(k), SEP IRA, and Mega Backdoor Roth IRA. Each has its own unique advantages and disadvantages, so it's worth taking a closer look at each one to determine which plan is the best fit for your individual needs and circumstances. First up is the Solo 401(k). This plan is designed specifically for individuals who work for themselves, or who own a small business with no other employees (or only a spouse). With a Solo 401(k), you can make contributions both as an employer and an employee, which means you can potentially contribute more money than you could with other plans. The contribution limit for a Solo 401(k) in 2021 is $58,000 ($64,500 if you're age 50 or older), and you can contribute both as an employer and an employee. As an employer, you can contribute up to 25% of your net self-employment income (after deducting half of your self-employment tax). As an employee, you can contribute up to $19,500 (or $26,000 if you're age 50 or older). One downside of the Solo 401(k) is that it can be more complex to set up and maintain than other plans, and you'll need to make sure you're following all the rules to avoid penalties. Next up is the SEP IRA. This plan is a bit simpler than the Solo 401(k), but it also has lower contribution limits. With a SEP IRA, you can contribute up to 25% of your net self-employment income (up to a maximum of $58,000 in 2021), but you can't make contributions as an employee. One advantage of the SEP IRA is that it's easy to set up and maintain, and you can contribute up until the tax filing deadline (including extensions) for the year in question. Finally, there's the Mega Backdoor Roth IRA. This plan is a bit more complicated than the previous two, but it can be a great choice for high earners who want to save more than the contribution limits of other plans. With a Mega Backdoor Roth IRA, you can contribute up to $38,500 (or $51,000 if you're age 50 or older) in after-tax dollars each year, in addition to your other retirement contributions. The key advantage of the Mega Backdoor Roth IRA is that it allows you to save a significant amount of money in a tax-free Roth IRA, which can be a great option if you expect to be in a higher tax bracket in retirement. Of course, there are tradeoffs to consider with each plan. The Solo 401(k) and Mega Backdoor Roth IRA can be complex to set up and maintain, while the SEP IRA has lower contribution limits. It's also worth noting that the Mega Backdoor Roth IRA may not be available through all employers or financial institutions. Ultimately, the best retirement plan for self-employed individuals will depend on a variety of factors, including your income, tax situation, and retirement goals. Consulting with a financial advisor or tax professional can help you determine which plan is right for you. https://inflationprotection.org/i-found-the-best-retirement-plan-for-self-employed-solo-401k-sep-ira-mega-backdoor-roth-ira/?feed_id=75979&_unique_id=64048f30e5027 #Inflation #Retirement #GoldIRA #Wealth #Investing #bestretirementplanforfreelancers #bestretirementplanforselfemployed #bestretirementplans #MegaBackdoorRoth #megabackdoorrothira #retirementplansforhighearners #retirementplanswithhighlimits #sepira #smallbusinessretirement #smallbusinessretirementaccounts #smallbusinessretirementplans #Solo401k #solo401kexplained #solo401kvssepira #whatisamegabackdoorroth #whatisasolo401k #SEPIRA #bestretirementplanforfreelancers #bestretirementplanforselfemployed #bestretirementplans #MegaBackdoorRoth #megabackdoorrothira #retirementplansforhighearners #retirementplanswithhighlimits #sepira #smallbusinessretirement #smallbusinessretirementaccounts #smallbusinessretirementplans #Solo401k #solo401kexplained #solo401kvssepira #whatisamegabackdoorroth #whatisasolo401k

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