Module 1: Why Self-Employed Retirement Planning Is Different
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SEP-IRA Overview

Lesson 1 of 4  ·  ~8 min read

Simplicity and easy setup: the SEP-IRA retirement option for self-employed.

Solo 401(k) Overview

Lesson 2 of 4  ·  ~8 min read

Higher contribution limits with more complexity for high-earning solopreneurs.

Solo Roth 401(k)

Lesson 3 of 4  ·  ~8 min read

Tax-free growth option for self-employed retirement savings.

SIMPLE IRA for Small Teams

Lesson 4 of 4  ·  ~8 min read

Best retirement plan option when you have a small team.

Module 2: SEP-IRA: Simple, Flexible, Powerful →