Retirement Plans for Full-time Traders

Recorded Nov. 14, 2012

The best retirement plan for business traders is an Individual 401(k). It maximizes income tax savings vs. self-employment tax or payroll tax cost. Set it up before year-end in connection with your trading business. Roth IRAs provide an opportunity for permanent tax savings on trading income. Consider a Roth conversion before year-end. And there’s no need to worry — you can do a re-characterization if it doesn’t work out well.

Testimonials

Thank you so much for your time! (30 minute consultation) I found our conversation very helpful and your information very helpful.  I look forward to doing business with you and will reach back out when I have a better understanding of how my business interests are developing. Kind Regards,

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