Educational guidance to help you understand eligibility, contributions, Roth options, and next steps.
Educational guidance to help you understand eligibility, contributions, Roth options, and next steps.
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Independent contractors and freelancers looking to maximize retirement contributions.
Business owners with no full-time employees seeking tax-advantaged retirement savings.
Professional consultants who want the flexibility of both employee and employer contributions.
Getting started with your Solo 401(k) is straightforward
Explore our educational resources to understand eligibility requirements, contribution limits, and plan features.
Schedule a consultation call to discuss your specific situation and get personalized guidance.
Move forward with establishing your Solo 401(k) plan through our trusted partner.
The Solo 401(k) offers unique advantages for owner-only businesses looking to maximize retirement savings.
Contribute as both employee and employer to potentially maximize annual contributions.
Choose between traditional pre-tax or Roth after-tax contributions based on your tax strategy.
Access funds through loans if needed, subject to plan provisions and IRS regulations.
Specifically structured for business owners with no full-time employees other than a spouse.
We work alongside CPAs and tax professionals to ensure clients receive comprehensive guidance on Solo 401(k) setup and administration.
Our approach prioritizes clear communication and compliance support, making it easier for tax professionals to guide their clients through retirement planning decisions.
Schedule a consultation to discuss your Solo 401(k) questions and explore whether this
retirement plan structure is right for you.
Disclaimer: This website provides educational information only and does not constitute tax, legal, or investment advice. Please consult with qualified professionals regarding your specific situation. Solo 401(k) plans may not be suitable for all individuals.
