SEP IRA for S-Corps vs LLCs vs Sole Props
A SEP IRA follows the same IRS framework across all business types, but entity structure controls what counts as compensation, and that directly…
SEP IRA Contribution Calculation Guide: Examples for Different Net Incomes in 2026
SEP IRAs look simple from the outside. One account, one contribution rate, no employee elections to manage. But the contribution calculation itself…
How to Use a SEP IRA and Solo 401(k) Simultaneously: The Rules and the Math
Most self-employed investors know they can open a SEP IRA or a Solo 401(k). Far fewer know they can hold both simultaneously, and that in specific…
Top Retirement Accounts for Entrepreneurs
Entrepreneurs have more control over their income than most people. That same flexibility extends to their retirement strategy, but it also creates…
Best Retirement Accounts for Realtors
Realtors have many options when planning for retirement. While some realtors have company-sponsored retirement plans, many realtors are…
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 year. It all depends on the forms you use, which…
Best Small Business Retirement Plans for 2026
If you are self-employed or own a small business, you still have a number of retirement plan options available to you. Below, you’ll find out all…
Top Tips to Convert a SEP IRA to a Solo 401(k) for Self-Employed Success
Looking to convert a SEP IRA to Solo 401(k)? This article will show you the main benefits of converting and provide a step-by-step guide to make the…
SECURE Act 2.0 & New SEP Roth IRA Contributions
On December 29, 2022, President Biden signed into law the Securing a Strong Retirement Act, known as the “SECURE Act 2.0." This legislation includes…
Top Retirement Plans for LLC Owners: Options You Need to Know
Wondering what the best retirement plans for LLC owners are? This article breaks down top options like SEP IRAs, Solo 401(k) plans, traditional and…