Solo 401k vs SEP IRA (SELF-EMPLOYED: WATCH NOW!)

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  • Опубліковано 27 вер 2024
  • SOLO 401K VS SEP IRA | Self-employed?? Want to invest your savings while lowering your taxes? In this video, we'll do a side by side comparison of the two most popular ways you can save if you’re self-employed person: SOLO 401k vs SEP IRA.
    #solo401kvssepira #districtcapitalmanagement
    Skip Ahead Here!
    0:30 - Who can participate?
    2:30 - Contribution limits?
    4:46 - Deadline?
    6:01 - Taxes?
    7:10 - How to setup!
    If you'd like to learn more about starting a SOLO 401K or SEP IRA, schedule a free discovery call today at: districtcapita... !
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    **RECOMMENDED READING LIST**
    The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) amzn.to/35NH54Z
    Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
    amzn.to/32GRJbJ
    A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) amzn.to/2H7pbzS
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    ● SAY HI ON SOCIAL
    Website: districtcapita...
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    ● WHO AM I?
    Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
    ● DISCLAIMERS
    This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
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