Ongoing: Stay compliant and growStep 23 of 25

Start a retirement plan

As a business owner, nobody sets up a retirement plan for you. The right plan can also lower your taxes.

  • A Solo 401(k) works well if you have no employees other than a spouse.
  • A SEP IRA is simple to open and easy to run.
  • Ask your accountant which plan fits, and start small if you need to.
OptionsSolo 401(k), SEP IRA

This playbook is general information, not legal, tax or financial advice. Rules change, so confirm details with a licensed professional. Last reviewed September 2026.

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