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Advantages of a SIMPLE-IRA

Your Advantages

You benefit because a SIMPLE-IRA plan:

  • Doesn't have an administration fee.
  • Doesn't require an annual Form 5500 filing.
  • Lets you deduct your contributions from taxes as a business expense.
  • Helps recruit and keep quality employees.

Employee Advantages

Plan members benefit because a SIMPLE-IRA plan allows them to:

  • Defer taxes on the amount saved and its earnings.
  • Build their retirement savings.
  • Reduce their taxable income.

 

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