July 5, 2025
This infographic, the "S-Corp Retirement Roadmap," serves as a comprehensive visual guide designed specifically for the S-corporation shareholder-employee. The roadmap visually compares the three primary retirement plan options—the Solo 401(k), SEP IRA, and SIMPLE IRA—and highlights their respective contribution limits, key features, and critical deadlines. Through a series of charts and diagrams, it clarifies the foundational principle that contributions are based on W-2 wages, illustrates the potential for maximizing savings, and provides a clear path for navigating annual compliance and avoiding costly pitfalls. The ultimate goal of this infographic is to empower you with the clarity needed to select and manage the most advantageous retirement plan for your unique financial situation.
Disclaimer: The content of the infographics is provided for general informational purposes only and is not intended to constitute legal, tax, accounting or other professional advice. You should not act or rely on any information herein without seeking the guidance of a qualified professional who is fully aware of your individual circumstances. Neither the author nor the publisher assumes any responsibility for errors or omissions or for outcomes related to the use of this information.