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Surprise progress on the March debt goal, plus a question

March 8th, 2015 at 04:59 pm

I forgot that NT's federal loan went into repayment since he graduated. I mean, I remembered to set up the payment, but forgot that it would pay down some principal! Of the $50 payment, $35 went to principal. That takes us to $1488 down, $62 to go on the March goal.

Question for those of you who are self-employed/sole proprieters: What kind of retirement plan do you do? It looks like IRS kind of recommends SEP, but there are also 401K and SIMPLE options. Does anyone else participate in any of these? I'm trying to figure out where to put AS's money (besides her Roth, of course) when our budget loosens up.

4 Responses to “Surprise progress on the March debt goal, plus a question”

  1. creditcardfree Says:
    1425840892

    Yes! Less debt!!

    A SEP is probably better, I think a SIMPLE has more rules. It's been awhile since I worked with these, but I found an
    Text is article and Link is http://www.finweb.com/retirement/sep-vs-simple-ira-differences-explained.html#axzz3Tp190Lcl
    article that might help you.

  2. Buendia Says:
    1425850200

    Hi! I have a SEP. I also contribute to a Roth IRA; so pretty much exactly what you're thinking. I'm not always able to put money in the SEP, but I'm hoping to this year.

  3. FrugalTexan75 Says:
    1425856914

    Nice surprise Smile

  4. scfr Says:
    1425863751

    DH and I both have SEPs. His used to be a Keogh but we converted it to a SEP many years ago after consulting with a CPA.

    DH also contributes to a Roth.
    I also contribute to a Roth and my company's 401K.

    At one time I looked at a self-directed IRA (probably when I toying with the idea of buying an investment property) and decided it was way too complicated.

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