SEP’s are one of the most popular employer sponsored retirement plans for small employers but we see business owners make a lot of mistakes with SEP IRA plans. You have to make sure you are filing the right forms each year, employee eligibility requirement, how to calculate the max funding amount, and the compliance requirements for SEP IRA plans….(read more)
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Can I deposit my SEP IRA to my roll over IRA account?
Great video! What is the best way to deal with the SEP IRA balance if I want to do a backdoor Roth IRA and avoid the aggregation rule?
I left a company after 4 years of employment and asked the company holding my SEP if I could keep the IRA with them even though I am no longer with the company and they said “yes”. However, they did say they would “note” that I left the company but would leave the SEP under the original company. Does that sound right?
With regard to the SEP IRA and converting a from a traditional Ira to a Roth, you said it will be taxed on the amount within the SEP. Is a 401K the same thing? If I have a Solo 401K and convert from traditional to a Roth, is there tax on the amount in the 401K? Thanks.
Great video, informative and to the point
Like. From. Los. Angeles
Great information! Thank you!
I was at a retirement seminar and the speaker spoke on how he quit his job after he made well over $950,000 PROFIT within 3months he invested $120,000. I just began investing and i will really appreciate any tips or helpful guide.