Your self-employed retirement matters. I'm here to help demystify the process so you can start saving for retirement now. Answer a few questions to see which retirement account(s) you can open today!
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
Enter your email to find out which retirement plan is likely the best fit for you right now. (Your information and email address will not be shared and you can unsubscribe anytime)
The self-employment retirement questionaire is meant to help you identify your retirement options in the US.
Helpful Tip: you can click "previous question" in the upper left hand corner to go back.
Considerations: if you or your spouse currently receive retirement benefits from another company/employer, you may still be eligible to open and contribute to additional retirement accounts with your self-employed income; however, limits may apply and further research is recommended.
Questions: if you have questions about the questionnaire, feel free to email me at: [email protected]. I'll post relevant answers on this page to support others (making your questions and input that much more valuable to our community).
Disclaimer: The content of this questionnaire and recommendations provided are not a substitute for individualized professional paid advice, but rather a tool for education and empowerment. You are responsible for your financial choices.
Hi! I'm Jodi McLaren (she/her), money coach, expert "adulter," music therapist, and queer singer-songwriter. I aim to empower and encourage self-employed people with their business and personal finances in a shame-free and loving way. I provide 1-1 money coaching, as well as an ongoing Money & Adulting Co-working Club (MAC Club).
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