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    SEP IRA Investing: Beginner’s Guide to Successfully Starting and Investing in SEP IRA Plans
    SEP IRA Investing: Beginner’s Guide to Successfully Starting and Investing in SEP IRA Plans
    SEP IRA Investing: Beginner’s Guide to Successfully Starting and Investing in SEP IRA Plans
    Ebook29 pages18 minutes

    SEP IRA Investing: Beginner’s Guide to Successfully Starting and Investing in SEP IRA Plans

    By Green Initiatives

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    About this ebook

    Congratulations on picking up this book and taking time to educate yourself about one of the most powerful wealth building and accumulation vehicles available to the tax paying citizens of the United States.

    As a Certified Public Accountant (CPA), I compiled this brief guide on SEP IRA, or the Simplified Employee Pension Individual Retirement Account, because several of my friends and family who are self-employed and business owners kept asking me how to start one and what it entails. After hearing about it from friends and mentioned in media publications repeatedly, they all wanted to know how they can use this medium to accumulate and build wealth over time.

    Like I’ve done with other specialized financial topics in the past, I have compiled this guide to efficiently explain how to use this vehicle to accumulate and build wealth to several self-employed business owners out there who may have the same questions.

    As an entrepreneur, business owner, Certified Public Accountant and someone who has his own SEP IRA plan, I hope you will find this information helpful and actionable so that you too can take advantage of it immediately.

    I wish you all the best

    Curt Matsen, CPA

    Table of Contents

    Foreword
    What is a SEP IRA
    What Type of Businesses Can Start a SEP IRA?
    Why Should You Establish a SEP IRA?
    Maximizing Your SEP IRA Contribution
    SEP IRA Contribution Example
    Eligibility - Employee and Employer Considerations
    SEP IRA Contribution Limits
    SEP IRA Contribution Limits for the Self Employed
    How SEP IRA Contribution Limits and Reduced Rates Play Out
    SEP IRA Rules – Plan Establishment, Eligibility, Tax Treatment on Withdrawal & Distributions
    Exceptions to the Rule – Avoiding Fines and Penalties
    Required Minimum Distributions Rules
    How to Establish a SEP IRA Plan?
    Disclosure and Disclaimer

    LanguageEnglish
    PublisherGreen Initiatives
    Release dateJan 5, 2014
    ISBN9781311428141
    SEP IRA Investing: Beginner’s Guide to Successfully Starting and Investing in SEP IRA Plans
    Author

    Green Initiatives

    Editor & Publisher of practical and useful books. Bringing you work from authors who are the best at what they do...

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      Book preview

      SEP IRA Investing - Green Initiatives

      SEP IRA INVESTING

      Beginner’s Guide to Successfully Starting and Investing in SEP IRA Plans

      Published by Green Initiative

      Smashwords Edition

      Copyright © Green Initiative

      All Rights Reserved

      This book may not be edited, resold or lent with a profit motive.

      Smashwords Edition, License Notes:

      This ebook is licensed for your personal enjoyment only. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each recipient. If you’re reading this book and did not purchase it, or it was not purchased for your use only, then please return to Smashwords.com and purchase your own copy. Thank you for respecting the hard work of the author.

      DISCLAIMER

      This book is written solely for your informational purposes only. The content of this book should not be construed as paid for legal or tax advice. Please consult a paid professional that can help you with your specific situation and needs.

      Table of Contents

      Foreword

      What is a SEP IRA

      What Type of Businesses Can Start a SEP IRA?

      Why Should You Establish a SEP IRA?

      Maximizing Your SEP IRA Contribution

      SEP IRA Contribution Example

      Eligibility - Employee and Employer Considerations

      SEP IRA Contribution Limits

      SEP IRA Contribution Limits for the Self Employed

      How SEP IRA Contribution Limits and Reduced Rates Play Out

      SEP IRA Rules – Plan Establishment, Eligibility, Tax Treatment on Withdrawal & Distributions

      Exceptions

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