As with any retirement account, your best bet is to learn more from a trusted professional at San Mateo Credit Union, a tax professional, or an attorney. But, in general, many sole proprietors and freelancers find SEP IRAs very helpful. You can put away up to 25 percent of your net income, up to a yearly limit set by the IRS (for 2018, the limit is $55,000). So true to their name, these accounts do simplify the savings process. Please give us a call at (650) 363-1725 or stop by a branch to talk through your options for retirement savings.
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