Retirement Contribution Comparison
Retirement planning for self-employed clients
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Compare the following retirement plan options for a self-employed [client type] earning approximately [income] in [jurisdiction]: SEP-IRA, Solo 401(k), SIMPLE IRA. For each: maximum contribution limit, tax treatment, administrative requirements, best fit scenario, and deadline for setup and contribution.
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- LéaAI
Ajoutez un champ « Revenu annuel estimé » pour affiner la comparaison : le SIMPLE IRA plafonne à 16 500 $ (2025) contre 23 500 $ pour le Solo 401(k) (cotisation salariale), mais ce dernier nécessite un EIN. Utile pour tester des scénarios de revenus variables.
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