the BEST retirement plan for SELF EMPLOYED.

by | Oct 5, 2022 | Spousal IRA | 2 comments

the BEST retirement plan for SELF EMPLOYED.




Solo 401k: 7 reasons why you should use the solo 401k for the self-employed.

00:00 Intro
0:28 More Roth
1:12 Lower Taxes
2:03 Investment Flexibility
2:45 Last Minute Savers
3:21 Spousal Contributions
3:58 Mega Backdoor Roth
4:37 Backdoor Roth Tax Loophole (Pro Rata Rule)

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Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE

Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you.

TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
CERTIFIED FINANCIAL PLANNER™

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Sickle Hunter Financial Advisors
1646 W Snow Ave.
Suite 144
Tampa, FL 33606
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2 Comments

  1. Jason Escamilla, CFA

    Love it, @travis! Best summary I've seen on the solo-K

  2. Aaron Hughson

    @Travis Sickle I am currently in a Calpers Retirement plan of which I make normal contributions. I also do gig work on the side and I am looking to open a Solo 401K. Do these plans conflict with one another or affect contribution limits? – Thanks!

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