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Will the Deductibility of My Retirement Plan Contributions Be Impacted by the QBI Rules?

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The QBI deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI deduction-reduction effect on retirement plan contributions, which could impact how small business owners save for retirement.


This flowchart will help you navigate these complicated rules. It considers the following:


  • Key QBI deduction eligibility guidelines
  • QBI deduction income thresholds
  • Positive impact of lower AGI
  • Roth 401(k) vs. pre-tax 401(k) decision points
  • Mega Backdoor Roth IRA considerations

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