ACCOUNT TYPE
SEP IRA
A SEP IRA is an employer-sponsored plan with higher contribution limits. They can be useful investment tools for self-employed individuals with few or no other employees.
A SEP IRA is an employer-sponsored plan with higher contribution limits. They can be useful investment tools for self-employed individuals with few or no other employees.
You can contribute the lesser of 25% of compensation or $58,000 in 2021 to your SEP IRA.
The following account types can be transferred to or from a SEP IRA: SEP IRA, Traditional IRA, and SIMPLE IRA (if the SIMPLE has been open at least two years).
The following account types can be rolled to or from a SEP IRA: 401(k), 403(b), 457(b), and Thrift Savings Plan.
No financial advisor knows you better than yourself. With a SEP IRA, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate about.
From real estate to startups to small businesses, if you can find it, we will help you fund it.
