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Advantages of a SEP-IRA

Your Advantages

You benefit because a SEP-IRA:

  • Is the only plan you can estalish up to the tax filing deadline including extensions.
  • Lets you decide what you wish to contribute each year up to 25% of compensation, or $44,000 for the 2006 tax year.
  • Is easy to establish.
  • Doesn't have an administration fee.
  • Doesn't require an annual Form 5500 filing.
  • Lets you deduct your tax-deductible company contributions as a business expense.
  • Helps recruit and keep quality employees.

Employee Advantages

Plan members benefit because a SEP-IRA allows them to:

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

This plan may be combined with a Money Purchase plan for increased contributions and deductibility.

 

Have a question? Call us at 1.800.986.3343

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