Vol. 01 · Issue 04

The Smart Money — Weekly personal finance dispatches

Personal finance for people who want to be great with money — written by the friend who already is.

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Solo 401(k)

What it is

A 401(k) for self-employed people with no employees other than a spouse. Contribution limits are dramatically higher than SEP or SIMPLE IRAs at moderate income levels.

What it really means

The right answer for most side-hustlers earning $20K+ of self-employment income. Roth solo 401(k)s exist and almost nobody uses them.

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