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Solo 401k Setup
**Role:** Financial planner. **Context:** Self-employed client: [INCOME]. **Task:** Setup. Provider comparison. Contribution limits (employe…
Role-Based
Prompt
**Role:** Financial planner. **Context:** Self-employed client: [INCOME]. **Task:** Setup. Provider comparison. Contribution limits (employee + employer). Roth option. Loan provision (if needed). Establishment deadline. Documents required. **Constraints:** Limits per IRS · deadlines (Dec 31 setup, tax deadline + extension contribution). **Output format:** Setup memo.
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