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SEP IRA vs. Solo 401(k)
For self-employed individuals and small business owners, SEP IRAs and Solo 401(k)s offer powerful, tax-advantaged retirement savings beyond traditional IRAs. SEP IRAs are simpler to set up and ideal for businesses with employees, while Solo 401(k)s allow higher contributions and catch-up options for owners with no employees. Each has unique rules and benefits—consult a Whitaker-Myers advisor to choose the best fit for your retirement goals.
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A Breakdown of SIMPLE IRAs
SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...
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Saving for Retirement
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