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Writer's pictureLazetta Rainey Braxton, MBA, CFP®

CNBC Feature: Is Gen X Prepared for Retirement?



If not, you're not alone. Many Gen X business owners face challenges when it comes to retirement savings. Yet, there are also opportunities to increase your retirement readiness.


In this clip from the CNBC#FASummit, Lazetta Rainey Braxton, MBA, CFP® shares with Sharon Epperson and Dan Doonan three key considerations for GenX Business Owners:


✅ Treat your business finances like your individual finances.


Just like personal finances, you have competing interests with your business finances. It's important to make trade-offs and prioritize your goals. For example, do you want to reinvest in your business to grow it, or do you want to save more for retirement?


✅ Consider opening a solo 401(k) to fund your retirement account.


If you have no W-2 employees as a self-employed individual, you can contribute to a solo 401(k), which allows you to contribute as both the employee and the employer. This can be a great way to save for retirement.


✅ Save, even if you can only save a little at a time.


Saving for retirement can be tough, especially when starting out. Challenge yourself to contribute a little, and as your business grows, continue to shift more dollars to your retirement accounts.



CLICK HERE to watch the full segment.

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