Tax Attorney's Take – Solo 401(k) vs SEP IRA

by | Aug 24, 2022 | SEP IRA | 3 comments

Tax Attorney's Take  – Solo 401(k) vs SEP IRA




Listen to Adam Bergman’s Tax Attorney Take on the benefits of a Solo 401(k) over a SEP IRA, the most common retirement plans for the self-employed.

Learn more about the Solo 401(k) plan and how it can help you:

Learn more about the Self-Directed IRA and how it works:

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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.

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3 Comments

  1. Sagar Pujari

    I have 2 questions:
    1. I have a W2 job where I am only allowed $13,500 due to limitations on the company I work for. The company wont contribute any match. Is there anything I can do to maximize my contribution?

    2. I have a side business single owner LLC where I estimate to generate about $100k annualy. I have opened a self employed 401k. Can I contribute $58k and claim a tax deduction? Will a solo roth 401k be better?

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