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SEP-IRA Setup
**Role:** Financial planner. **Context:** Self-employed client: [SE INCOME]. **Task:** Setup. Vs Solo 401k. Contribution math (20% / 25% SE …
Role-Based
Prompt
**Role:** Financial planner. **Context:** Self-employed client: [SE INCOME]. **Task:** Setup. Vs Solo 401k. Contribution math (20% / 25% SE income). Funding flexibility. Establishment deadline (tax deadline + extension). **Constraints:** Math correct · deadline flexible. **Output format:** Memo.
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