Desktop Reference—2026 Retirement Plans for You, the Owner

2026 Retirement Plans for You, the Owner

As the solo owner of an S or a C corporation or as a self-employed professional, getting a clear picture of how much you can contribute to retirement plans can feel overwhelming.

With options such as SEP-IRAs, 401(k)s, SIMPLE IRAs, and more, it’s easy to miss opportunities to save more effectively and plan strategically.

The “Retirement Plans – 2026” desktop reference is designed to simplify this process. It provides an at-a-glance breakdown of retirement plan options available to solo owners of S and C corporations and self-employed individuals.

Whether you are just beginning to save or considering a change to maximize contributions, this desktop reference is a practical, easy-to-use tool.

Why You Need This Reference

• Clear and concise information, including contribution limits and rules for SEP-IRAs, 401(k)s, SIMPLE IRAs, Roth IRAs, traditional IRAs, and defined benefit plans

• Tailored guidance for business owners, including sole proprietors, partnerships, and S and C corporations

• Updated for 2026, including applicable enhancements under SECURE Act 2.0

• Designed for busy professionals who need a quick, reliable reference when evaluating retirement options

Key Insights You’ll Gain

• Maximum contribution limits for each retirement plan, including age-50 catch-up contributions

• How the tax code treats you as both employer and employee, and how that can increase deductible contributions

• New SECURE Act 2.0 provisions that may expand retirement savings opportunities

Download Your Free Desktop Reference Today - 2026 Retirement Plans for You, the Owner

Retirement planning changes from year to year. This desktop reference helps you make informed decisions based on current rules and limits.

Desktop Reference—2026 Retirement Plans for You, the Owner.pdf

Download PDF • 462KB

Disclaimer - Reference material based on educational resources from Bradford Tax Institute.