New Free Bonus: Retirement Knowledge Assessment & Training

If you just switched from W-2 to 1099, or you are about to, you are probably asking yourself: "Should I open a SEP IRA?"

That is the wrong first question.

The better question is: what am I trying to make this plan do?

Get the easiest setup? Get the largest deduction? Get Roth access? Preserve a backdoor Roth IRA every year? Open up mega backdoor Roth potential? Stay simple?

Those are not all the same plan.

The new Free Bonus inside the community covers:

— A 30-second Self-Assessment that tells you exactly which training to start with

— An 8-minute training on the five main retirement plan options and the six questions about yourself you have to answer first

— A vocabulary glossary you can keep on your desk

— A self-assessment worksheet to bring to your CPA

— Plus the IRA pro-rata rule

— the quiet backdoor Roth killer most new 1099 providers do not know about

Free to all members. Inside the Classroom alongside Step 1 (Tax Audit Tool).

If you want to go deeper — the full mechanics of mega backdoor Roth, Cash Balance stacking, and the Retirement Maximizer calculator — that lives inside paid Step 9.

Educational only. Not tax, legal, or financial advice.

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New Free Bonus: Retirement Knowledge Assessment & Training

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