In this episode, Hannah breaks down exactly how entrepreneurs can start investing for their own retirement (and how to save money on taxes doing it)!
You'll learn the key differences between Roth IRAs, Solo 401(k)s, and SEP IRAs, how to think about tax advantages, and why starting now (even if it’s simple) matters.
Highlights:
00:00 Introduction to Retirement Planning for Business Owners
01:50 Understanding Tax-Deferred vs. Tax-Free Accounts
05:26 Exploring Roth IRAs
09:33 The Solo 401k: A Business Owner's Advantage
15:00 Understanding the SEP IRA
21:29 Key Takeaways and Final Thoughts
Connect with Hannah & Ali:
Instagram: @thewealthcollaborative
Website: www.thewealthcollaborative.co
Work with Us:
Schedule your free 30 minute collaboration call here
