Send us a text

We walk through our sequence for retirement contributions! Here's how we invest our money as accountants!

• Start with any employer matching funds available - it's free money and an immediate 100% return
• Max out a Roth IRA if eligible ($7,000 limit for 2025, $8,000 if over 50)
• Aim to save 15% of income for retirement (12-20% range is generally recommended)
• Business owners should consider a Solo 401(k) rather than SEP IRA when operating as an S-corp
• Solo 401(k)s allow both employee contributions (up to $23-24k) and employer contributions (25% of salary)
• Once all tax-advantaged accounts are maxed, use a taxable brokerage account for additional savings
• Coordinate retirement planning between your CPA and financial advisor, especially when changing salary levels

Email us at [email protected] for accounting help or to schedule a monthly accounting call where we can help with bookkeeping, tax planning, and business decisions.

Support the show

Create a STAN Store - Click here to try it out!

Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



Shop our business guides!

Our Instagram Page

Our family page