Simplified Employee Pension
SEP IRA
SEP IRA plans make it easy for business owners to contribute to both their employees’ retirement savings and their own.
SEP IRA
Simple. Flexible. Designed for business owners and their teams.
A SEP IRA gives business owners an easy, tax-efficient way to contribute to retirement savings—for their employees and for themselves. It’s a straightforward plan that helps you invest in your team’s future while building your own financial security.
SEP IRA Plans
Simplifying the way you save.
SEP IRAs are a popular choice for small business owners and professional offices thanks to their high contribution limits. However, they do come with specific rules and requirements.
If you’re a small business owner looking to set aside more for retirement on a pre-tax basis, a SEP IRA could be a great fit. Contact our office to discuss the details and find out if this plan makes sense for your business and goals.
Make the move toward a brighter financial future.
Connect with a trusted advisor today.

