401(k) Plans & Other Retirement Accounts

Are you confident you’re using the right retirement plan for your situation? With so many options—401(k), IRA, SEP, SIMPLE—it’s easy to feel uncertain about which structure best supports your goals.

Join MidAtlantic IRA for a free national Strategy Group call on Tuesday, September 23 at 6:30 PM ET (3:30 PM PT) as we break down the key differences between these plans in plain English.

You’ll learn:

–Who can establish each type of plan (IRA, Roth, SEP, SIMPLE, 401(k), Solo 401(k))
–Deadlines to set them up and contribute for 2025
–Employee deferral limits, employer contribution rules, and catch-up amounts
–Which plans allow Roth contributions — and where the opportunities may be hidden
–Administrative requirements (filings, compliance, vesting) to keep in mind

We’ll also walk through the new 2025 contribution limits and how they apply across each plan type, so you can start planning ahead with confidence.

This call is open to the public, so feel free to share with friends or colleagues who may benefit.