SEP IRA

A SEP-IRA is best for employers who want flexibility in the amounts they contribute annually and want an easy-to-administer, low-cost plan with no complicated tax filings. A SEP-IRA may be best for the following people:

  • A self-employed individual
  • An employer with few or no employees
  • An employer who wants to make high contributions to their own accounts and the accounts of employees or partners

The employer and their employees first establish their own individual SEP-IRAs. Then the employer contributes to each eligible employee’s SEP-IRA account.
Once the employer has contributed to the SEP-IRA, it is 100% owned (vested) by the individual account holder.
Contact us to find out if a SEP-IRA is a good retirement vehicle for you.




IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities and advisory services offered through SII Investments, Inc.
Member FINRA/SIPC, and a Registered Investment Advisor.
Insight Asset Management and SII are separate companies.
SII does not provide tax or legal advice.
Investments and Services available to residents of: CA, CO, IA, MI, NM, OH, OR, TX, VA
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