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Freelancer Finance in America: Solo 401(k), ACA Health Insurance, LLC

SEP-IRA vs Solo 401(k), ACA marketplace strategies, and the LLC question.

February 12, 20269 min read
$1.240.500 Disponible este mes Gastos 68% Ahorro 32% Registrar gasto

Over 73 million Americans work as freelancers or independent contractors. The financial life of a freelancer is fundamentally different from a W-2 employee — more control, more complexity, and more responsibility. This guide covers the essentials.

Retirement accounts for the self-employed

Account2026 limitBest forNotes
SEP-IRAUp to 25% of net SE income or $69,000High earners, simple setupEmployer contributions only
Solo 401(k)$23,500 employee + 25% employer = up to $69,000Maximizing contributionsMore admin, but much higher limits
SIMPLE IRA$16,500Small businesses with employeesLess relevant for solo freelancers
Traditional/Roth IRA$7,000Additional savingsIncome limits for Roth

Health insurance for freelancers

Without employer-sponsored health insurance, freelancers have two main paths:

  • ACA Marketplace (healthcare.gov): Premium subsidies available if income is under 400% of the federal poverty level. Self-employed people may qualify for significant subsidies by managing taxable income carefully.
  • Spouse's employer plan: If your spouse has employer coverage, adding yourself is almost always cheaper than marketplace coverage.

The LLC question

Most freelancers don't need an LLC immediately. The liability protection matters if you have significant assets at risk. The tax benefits depend on income level — S-corp election on an LLC makes sense at roughly $80,000+ in net profit annually. At lower income levels, a sole proprietorship is simpler and has similar tax treatment.

💡 Self-employed health insurance deduction If you're not eligible for employer-sponsored coverage through a spouse, 100% of health insurance premiums are deductible as an above-the-line deduction. This can significantly reduce your adjusted gross income and qualify you for additional deductions and credits.

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