SEP IRAs

Financial Security Starts Today

Business Retirement Plans That Make Cents

Attract and retain top employees by adding a Simplified Employee Pension Individual Retirement Account (SEP IRA) to your employee benefits package. This tax-deferred retirement plan is an option for small business employees and self-employed individuals.

Benefits For Your Business

Business owners with at least one employee or self-employed workers can open an account that mirrors the investment, distribution, and rollover rules found in traditional retirement accounts.

Possible employer tax credit for start-up costs

No fiduciary liability for investments

Low set up costs

Higher contribution limits when compared to Traditional and Roth IRAs

REQUIREMENTS

Eligible Employees Must:

  • Be at least 21 years old
  • Have worked for the business at least three of the last five years
  • Earn at least $600 during the contribution year
    (Applies to Tax Years 2018 and 2019)
Eligible Employees Must:
Give Us a Call to Get Started
210-767-5202
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