SEP IRA - TOP 5 MISTAKES

Michael Ruger - Greenbush Financial Group

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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.
Contact Michael Ruger with Questions: 518-477-6686 or mruger@greenbushfinancial.com
Visit our website: www.greenbushfinancial.com/
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#sep #retirementplans #ira #greenbushfinancial

Опубликовано:

4 мар 2021

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Комментарии : 22

@madeliney9628 3 года назад

Great information! Thank you!

@exlr8music 3 года назад

Great video, informative and to the point

@morsymusic

On the IRS website (Jan 2024) I saw something that says if you have an additional IRA besides the SEP, you then need to file a "Prototype SEP or Individually Designed SEP" can you please explain what that means? I'm trying to avoid any possible penalties

@joliva3 2 года назад

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?

@manuvns

great video , if i am s-corp with w2 for my own payroll , and i pay myself 100k will i pay federal taxes on 75k after i contribute to SEP IRA ? or is it 100K payroll/ federal taxable amount + 25K sep IRA contribution from my business account?

@CreativeSoul333 2 года назад

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?

@BW-kv9wj 2 года назад

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.

@jczhang2055 2 года назад

Can I deposit my SEP IRA to my roll over IRA account?

@johndwilson638 3 года назад

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.