Self Employed 401k Limits - Strategies to Maximize Financial Security in Retirement

Anyone working as their own boss knows thesole proprietor, an independent contractor, or someone
importance of careful strategy and planning in building ain a limited liability company, corporation or partnership.
successful business enterprise. It is just as critical,However, the actual self employed 401(k) limits should
however, for such individuals to dedicate significantbe considered in light of the type of allocations desired
attention to researching and choosing a retirement plan.by the taxpayer. Contributions can take the form of
Gaining an understanding of self employed 401(k) limitsafter-tax Roth allocations, or they can be tax-deferred
is a valuable way to become familiar with one of thebefore tax amounts. It is also possible to combine the
best retirement vehicles for independent businessmentwo types of contributions. Roth contributions grow on
and women with no employees.a tax free basis and are not taxed upon withdrawal.
An outgrowth of the Economic Growth and TaxTax-deferred contributions are deductible on the front
Relief Reconciliation Act of 2001, solo 401(k) plansend and the principle and earnings are taxed upon
were designed to assist independent entrepreneurswithdrawal.
with retirement planning by giving them access to theTop end self employed 401(k) limits will be determined
type of tax deferred savings enjoyed by wageby the organization type of the business involved, and
earners. Basic background information regarding selfcapped at an amount that fluctuates yearly. Sole
employed 401(k) limits is a good place to begin anyproprietors in 2009 can contribute up to $49,000, and
investigation of retirement options for independentthose over age 50 can allocate up to $54,000. Non
business owners.incorporated businesses, including sole proprietorships,
Solo 401(k) plans are a frequently recommendedare characterized by the ability to make salary deferral
option for independent business owners, as they areand profit sharing contributions based on net earned
comparatively uncomplicated and can be administeredincome amounts. For the 2009 tax year, the salary
at a low cost. These plans are not very different fromdeferral limit amounts to 100% of the first $16,500 of
other kinds of 401(k), but have several aspects thatincome earned through self employment activities. This
are more relaxed because the only participants areamount is increased to $22,000 if the taxpayer is over
the entrepreneur and perhaps their spouse. Co-ownersthe age of 50. The profit sharing contribution amount is
or partners of the business and their spouses are alsocapped at 20% of self employment income. Such
permitted to contribute to these plans. Contributions tocontributions are exempt from income tax, though self
this type of retirement vehicle can often be larger thanemployment taxes will still apply. Incorporated
might be available under other plans, due to the naturebusinesses have a different limit for profit sharing
of self employed 401(k) limits.contributions, which will be limited to 25% of the
Self employed 401(k) plans can be utilized by any solocorporation's income, up to the aforementioned overall
operator, whether a business owner, a freelancer, alimit.