Simplified Employee Pension

Simplified Employee Pension Plan

Simplified Employee Pension (SEP IRA)... This plan is often ideal for small professional offices or self employed individuals who want to reduce their current tax bill by putting away substantial pretax dollars.

A Simpler Way To Save

SEP IRA’s are most often found in small professional employer offices due to the high contribution limits but have very specific requirements.  If you’re a small business owner and want to put a lot of money away pretax, this might be the right plan for you.  Call our office to discuss the specifics and make sure this works in your situation.