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What Retirement Plan Should You Establish When You're Self-Employed?


Adam Bergman discusses what it means to be self-employed, the different retirement plan options you have, and which is the best one to set up. -- Learn more about self-employed retirement plans: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice. IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services. Learn More: #selfemployed #smallbusinessowners #retirement #solo401k #individual401k #401k #ira #sep #simple #sepira #simpleira #adambergman #irafinancial #bestretirementplan...(read more)



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As a self-employed individual, planning for retirement can be a daunting task. Unlike traditional employees who can rely on their employer-sponsored retirement plans, self-employed individuals must take the initiative and set up their own retirement plans. Here are some retirement plan options to consider if you are self-employed: Individual Retirement Arrangement (IRA) An IRA is a popular retirement plan option for self-employed individuals. You can contribute up to $6,000 per year (or up to $7,000 if you are over the age of 50) and deduct your contributions from your taxes. There are two types of IRAs: traditional and Roth. Traditional IRAs allow you to deduct your contributions from your taxes now and pay taxes on the withdrawals during retirement. Roth IRAs are funded with after-tax dollars, meaning they are not tax-deductible, but withdrawals are tax-free. Solo 401(k) A Solo 401(k) is a retirement plan option for businesses with no full-time employees other than the business owner and their spouse. It allows you to contribute up to $57,000 per year (or up to $63,500 if you are over the age of 50) and deduct your contributions from your taxes. The Solo 401(k) also allows for higher contribution limits than traditional IRAs and does not require as much administrative work as other retirement plans. Simplified Employee Pension (SEP) plan A SEP plan is a retirement plan option for self-employed individuals and small businesses. It allows you to contribute up to 25% of your net earnings, up to a maximum of $57,000 per year (or up to $63,500 if you are over the age of 50). Contributions are tax-deductible, and there is no requirement to contribute a certain amount each year. Profit-Sharing plan A profit-sharing plan is a retirement plan option for self-employed individuals and small businesses. It allows you to make tax-deductible contributions to your employees' retirement accounts based on your business's profits. You can also contribute to your own retirement account as the business owner. Contributions are limited to 25% of compensation or $57,000 per year (or up to $63,500 if you are over the age of 50). In conclusion, setting up a retirement plan as a self-employed individual is essential to ensure you can sustain your living expenses after retirement. Choosing the right retirement plan depends on your business structure, income, age, and retirement goals. Consult with a financial advisor to select the best retirement plan for your specific needs. https://inflationprotection.org/what-retirement-plan-should-you-establish-when-youre-self-employed/?feed_id=93269&_unique_id=644fd53835801 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #AdamBergman #bestretirementplanforselfemployed #individual401k #investing #ira #IRAFinancial #Retirement #selfemployed #SEP #sepira #Simple #simpleira #smallbusinessowners #smallbusinessretirementplans #Solo401k #taxes #SimpleIRA #401k #AdamBergman #bestretirementplanforselfemployed #individual401k #investing #ira #IRAFinancial #Retirement #selfemployed #SEP #sepira #Simple #simpleira #smallbusinessowners #smallbusinessretirementplans #Solo401k #taxes

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