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The Cash Navigator
Tax Strategy8 min read • June 2026

Self-Employed Retirement Accounts: SEP-IRA, Solo 401(k) & SIMPLE IRA

Business owners have access to retirement accounts that dwarf what employees can contribute — and every dollar reduces your taxable income. Here is how to choose the right one.

Solo 401(k)

Self-employed with no full-time employees (spouse OK)

2026 Limit

$69,000 ($76,500 if 50+)

Employee

$23,000 ($30,500 if 50+)

Employer

Up to 25% of compensation

Roth Option

Yes — Roth option available

Why choose this account

Highest contribution limits
Roth option available
Loan provision available
Deductible contributions reduce SE tax base

SEP-IRA

Freelancers and business owners who want simplicity

2026 Limit

$69,000

Employee

N/A

Employer

Up to 25% of net self-employment income

Roth Option

No

Why choose this account

Extremely simple to set up
No annual filing requirements
Can contribute up to tax deadline
Works with employees (must contribute equally)

SIMPLE IRA

Small businesses with up to 100 employees

2026 Limit

$16,000 ($19,500 if 50+)

Employee

$16,000

Employer

2% fixed or 3% match

Roth Option

No

Why choose this account

Lower admin burden than 401(k)
Mandatory employer contribution builds goodwill
Easy for employees to understand

The Bottom Line

For most self-employed individuals, the Solo 401(k) is the best choice — it has the highest contribution limits, a Roth option, and loan provisions. If you want simplicity and have employees, the SEP-IRA is the easiest to administer.

A business owner earning $150K net profit could contribute up to $69,000 to a Solo 401(k) — reducing their taxable income by that full amount. At a 32% marginal rate, that is over $22,000 in tax savings in a single year.