Skip Navigation

Mega Backdoor Roth for the Self-Employed: A Step-by-Step Guide Using the Solo 401(k)

The Mega Backdoor Roth is a fantastic retirement savings strategy, especially for self-employed folks looking to maximize their tax-advantaged contributions.

Learn More

Are You Leaving Money on the Table? A Solopreneur’s Guide to Maximizing Retirement Contributions (2026)

Learn the 2025 limits for maximizing retirement contributions. Explore Solo 401(k), SEP IRA, and SIMPLE IRA strategies to boost tax-advantaged savings and secure your financial future.

Learn More

Swanson v. Commissioner, 106 T.C. 76 (1996): What It Still Means for IRA Entity Investments

Swanson v. Commissioner remains a landmark Tax Court decision confirming that Individual Retirement Accounts (IRAs) may form and invest in...

Learn More

What is a SIMPLE IRA? A Guide to Your Retirement Plan Options

A SIMPLE IRA is a retirement plan designed for small businesses that allows both employers and employees to contribute to retirement savings.

Learn More

Solo 401(k) and SEP IRA: Can You Have Both at the Same Time?

The simple answer is yes and no. You may contribute to a Solo 401(k) and SEP IRA in the same...

Learn More

Top Tips to Convert a SEP IRA to a Solo 401(k) for Self-Employed Success

There are many reasons to convert a SEP IRA to a Solo 401(k), but the most important one is a change in you business structure.

Learn More

Solo 401(k) Rules for a C Corporation

Learn the Solo 401(k) rules for a C Corporation to better prepare yourself for retirement as a self-employed business owner.

Learn More

Why Choose a Solo 401(k) vs. SIMPLE IRA?

Solo 401(k) vs. SIMPLE IRA: Compare contribution limits, loan options, & Roth benefits. Maximize your retirement savings. Learn more today!

Learn More

Solo 401(k) vs. Keogh: Which Retirement Plan Is Best for the Self-Employed?

When it comes to retirement savings for self-employed individuals and small business owners, the choice may come down to the Solo 401(k) vs. Keogh. Which is better?

Learn More

Top Retirement Plans for LLC Owners: Options You Need to Know

Wondering what the best retirement plans for LLC owners are - we break down top options like SEP IRAs, Solo 401(k) plans, traditional and Roth IRAs, SIMPLE IRAs, and Defined Benefit Plans.

Learn More