Broker Check
Retirement Plans for the Self-Employed — Save for the Future and Cut Your Taxes

Retirement Plans for the Self-Employed — Save for the Future and Cut Your Taxes

June 01, 2025

This post is part of a 9-part series called “Turn Your Side Hustle Into a Tax-Saving Business.”
In this series, you'll learn how to legally lower your taxes, take advantage of IRS rules, and treat your side hustle like a real business.

Why Retirement Plans Matter for Self-Employed People

When you work for a company, you might get a 401(k) or pension.

When you're self-employed?
You're on your own — but that can actually be a huge opportunity.

You can:

  • Save for your future

  • Lower your taxable income

  • Choose from plans with higher contribution limits than regular IRAs

The 3 Most Common Plans for the Self-Employed

Let’s break them down simply:

✅ 1. SEP IRA (Simplified Employee Pension)

  • Great for: Freelancers and solo business owners

  • Max contribution: Up to 25% of net income, or $69,000 for 2024

  • Contributions are tax-deductible

  • Super easy to set up and manage

✅ 2. Solo 401(k)

  • Great for: Self-employed people with no employees (except a spouse)

  • Max contribution:

    • Employee side: Up to $23,000 (or $30,500 if age 50+)

    • Employer side: Up to 25% of your net business income

    • Total max: $69,000 ($76,500 if 50+) in 2024

  • Offers Roth and traditional options

  • Can take out loans (optional)

✅ 3. SIMPLE IRA

  • Great for: Small business owners with employees

  • Max contribution: $16,000 ($19,500 if 50+)

  • Employer must match or contribute

  • Easier and cheaper than a 401(k), but lower limits

How This Lowers Your Tax Bill

All of these plans offer tax-deferred growth, meaning:

  • You don’t pay taxes on the money now

  • You only pay taxes when you withdraw it in retirement

 If you contribute $15,000 to a SEP IRA:

  • You just lowered your taxable income by $15,000

  • That could save you thousands in taxes this year

Example

  • Net business income: $60,000

  • SEP IRA contribution (25%): $15,000

  • New taxable income: $45,000

  • Possible tax savings: $3,000–$4,000 depending on your bracket

That’s real money saved now while building a more secure future.

Pro Tips

  • You don’t need to incorporate to use these plans

  • You can open one at most brokerage firms (Avantax, Fidelity, Vanguard, etc.)

  • You usually have until tax day (plus extensions) to make contributions for the prior year

Final Thoughts

Being self-employed doesn’t mean missing out on retirement benefits — it means you get to choose the best one for your goals. And the tax savings? That’s just the cherry on top.

Ready to unlock even more savings?

👉 Up next— Gig Workers Are Business Owners Too Whether you drive, deliver, design, or freelance, you may already qualify for deductions you didn’t know about.