Sidepocket Incorporated

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Sidepocket Tactical IRA™ | Stop Missing Out on $20K in Tax Savings Client Login Get Started Client Login Get Started For Self-Employed Professionals with Variable Income Self-employed? You could be saving up to $37K in taxes. * Every year. The Tactical IRA is a managed self-employed IRA that calculates your safe contribution limit every month so you maximize savings without the guesswork. SEP IRA, Traditional, Roth we pick the right mix Know your safe limit today, not just at tax time Automatic contributions & investing Calculate Your Limit Get Started SEC-Registered RIA + Fiduciary + SIPC Insured up to $500K *Maximum savings assumes $79.5K in annual contributions ($72K SEP + $7.5K IRA) at top federal (37%) and state (13.3%) tax brackets. Your actual savings depend on income, tax situation, and contribution amount. Please see important disclosures listed below. Sidepocket Dashboard Live Chase 4521 CONNECTED Last sync: 2 min ago YOUR 2026 LIMIT $25,500 Based on your income TAX SAVINGS $8,160 this year CONFIDENCE 92% income tracked THIS MONTH $2,125 safe to contribute Income Tracked $127,500 YTD J F M A M J J A S O N Contribute $2,125 This Month Bank synced 📊 +$12K detected 256-bit encrypted $15K + Typical Tax Savings* 5 min Start your Account 3 + yrs Portfolio Track Record** *Based on users earning $150k+ contributing at least 15% of net income. Individual results vary based on income, tax bracket, and contribution amount. **Past performance is not indicative of future result

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