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Desktop Reference—2025 Retirement Plans for You, the Owner



Handy tool to help you make informed decisions about your retirement savings goals, which can change from year to year.
Handy tool to help you make informed decisions about your retirement savings goals, which can change from year to year.

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


With so many options to choose from—SEP-IRAs, 401(k)s, SIMPLE IRAs, and more—it’s easy to miss out on opportunities to save smarter and plan better.


That’s why we’ve (Bradford Tax Institute) created the “Retirement Plans – 2025” Desktop Reference, an easy-to-use guide that breaks down all the key details of retirement savings options for solo owners of S and C corporations and the self-employed.


Whether you’re just starting your savings journey or looking to switch so you can maximize contributions, this desktop reference is a handy tool.



Why You Need This Reference


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

  • Tailored for business owners. Learn the specific benefits for sole proprietors, partnerships, and S and C corporations.

  • Updated for 2025. Discover the latest rules and limits, including enhancements from the SECURE Act 2.0.

  • Designed for busy professionals. Keep this guide handy for quick reference when discussing retirement options.



Key Insights You’ll Gain


  • Maximum contributions for each type of retirement plan, including catch-up contributions for those age 50 and older

  • When the tax code treats you (the sole owner and worker) as both an employer and an employee—and how this increases your deduction possibilities

  • New provisions under the SECURE Act 2.0 to help you save even more



Download Your Free Desktop Reference Today

Desktop Reference—2025 Retirement Plans for You, the Owner


Don’t leave retirement plans to chance. This desktop refe

rence is a handy tool to help you make informed decisions about your retirement savings goals, which can change from year to year.


 
 
 

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