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.

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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.