The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual.
About Sean MullaneySean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc., which offers fiduciary, fee-only, and advice-only financial planning.
Sean is the author of Solo 401(k): The Solopreneur’s Retirement Account, available from Amazon, Barnes & Noble, and other booksellers.
What You’ll Learn
⁃What a Solo 401k is and how to use one as a solopreneur
⁃How to take advantage of the flexibility of a Solo 401k
⁃How to combine Solo 401k with other retirement accounts
⁃What a SEP IRA is
⁃How often a solopreneur should be doing tax planning
⁃How to open a Solo 401k and different things to consider before opening with any given brokerage
⁃Resources you can use to calculate Solo 401k contributions
⁃How to know whether or not you need a CPA based on your situation
⁃Why you might consider filing an extension on your taxes
Sean’s Website
Solo 401(k) Book
Say hi to Whitney on IG
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