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This article compares Solo 401(k) and SEP IRA retirement plans. It discusses the pros and cons of both plans.
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In this issue:
For individuals with multiple income streams, such as physicians, small business owners, startup founders, entrepreneurs, and consultants in tech or other fields, it’s possible to exceed the IRS’s annual limit for tax-deferred retirement savings ($69,000 for 2024 and $70,000 for 2025).
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Retiring at the peak of a bull market or right after a bear market can significantly impact your retirement finances.
Save & invest consistently, dollar-cost average your way to be a 401k millionaire.
Introducing Save More, Invest Wise Newsletter that focuses on retirement savings, retirement investments, etirement planning, personal finance topics such as debts and spending, and tools.
We examine the 401(k) retirement plans from several savvy investment and financial service companies. In particular, we look at their investment options offered in the plans and discuss some of the funds briefly.
The Mega Backdoor Roth 401(k) or Mega Backdoor Roth Conversion is a powerful tool for high-income earners who want to maximize their retirement savings and enjoy tax-free withdrawals. By leveraging this strategy, you can compound your savings dramatically over time, providing significant long-term financial benefits.
We discuss the pros and cons of 401(k) brokerage link accounts
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
