SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Excess Deferrals - SIMPLE IRA

   By MarZDoates, March 8, 2006
   • 0 replies
   • 1.8k views
   • 
   • MarZDoates
   • March 8, 2006

2. Simple IRA Required to be continued for 2006?

   By PMC, March 6, 2006
   • 1 reply
   • 1.8k views
   • 
   • Gary Lesser
   • March 7, 2006

3. SARSEP Maximum Elective with Employer Contribution

   By Guest Roger K., February 28, 2006
   • 6 replies
   • 3.8k views
   • 
   • Guest
   • March 8, 2006

4. SAR SEP Contributions

   By Guest LaRae, February 25, 2006
   • 2 replies
   • 1.9k views
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   • Gary Lesser
   • February 26, 2006

5. SIMPLE & SH 401(k)

   By doombuggy, February 21, 2006
   • 2 replies
   • 1.7k views
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   • doombuggy
   • February 21, 2006

6. severence pay-can you exclude it?

   By Guest ButchElfers, February 16, 2006
   • 1 reply
   • 2.4k views
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   • saabraa
   • February 17, 2006

7. Mid Year start for SIMPLE IRA; full yr comp?

   By Guest ButchElfers, February 4, 2006
   • 2 replies
   • 4.5k views
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   • Guest
   • February 16, 2006

8. Amending SEP Eligiblity

   By MarZDoates, January 30, 2006
   • 3 replies
   • 3k views
   • 
   • Gary Lesser
   • February 9, 2006

9. Why no rollover from a SEP IRA to a Qualified Plan?

   By jukeboy56, January 27, 2006
   • 1 reply
   • 1.9k views
   • 
   • namealreadyinuse
   • January 27, 2006

10. Waive Participation in a SEP

    By MarZDoates, January 23, 2006
    • 1 reply
    • 1.9k views
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    • jevd
    • January 23, 2006

11. SARSEP Asset or Liability

    By Guest StephenF, January 11, 2006
    • 1 reply
    • 1.7k views
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    • Guest
    • January 11, 2006

12. Simple IRA - For previous year

    By Guest archimedes_pie, January 7, 2006
    • 2 replies
    • 2.2k views
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    • Guest
    • January 9, 2006

13. SEP calculation and deduction

    By Guest Larry Warner Jr., January 5, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 23, 2006

14. SEP IRA eligibility

    By Guest ButchElfers, January 5, 2006
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 5, 2006

15. Simple IRA to 401k

    By doombuggy, December 30, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2006

16. Participating in 2 SEPS

    By Guest Pat Metallic, December 22, 2005
    • 7 replies
    • 2.3k views
    • 
    • Gary Lesser
    • December 23, 2005

17. SIMPLE IRA

    By Guest Prof, December 21, 2005
    • 4 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 31, 2005

18. Person with 401k at work and self employment SIMPLE?

    By Guest mhalvor, December 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 19, 2005

19. SIMPLE IRAs for self-employeds

    By steve-o, December 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2006

20. SEP for LLC Members

    By Guest hardballaddict, December 8, 2005
    • 3 replies
    • 1.9k views
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    • Appleby
    • December 10, 2005

21. SEP Tax Deduction Available to Offset Rollover IRA

    By Guest tess, December 8, 2005
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 15, 2005

22. Options for terminated SARSEP

    By Guest Brendan McKee, December 6, 2005
    • 5 replies
    • 3.5k views
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    • Appleby
    • December 16, 2005

23. KETRA

    By Felicia, November 28, 2005
    • 2 replies
    • 2.1k views
    • 
    • Felicia
    • December 1, 2005

24. SIMPLE plan and 401(k) in same year

    By Guest jetfaninmn, November 23, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 30, 2005

25. Terminated SEP

    By Jilliandiz, November 21, 2005
    • 1 reply
    • 2k views
    • 
    • Demosthenes
    • November 21, 2005

26. Simple IRA vs. Safe Harbor 401(k)

    By Guest stevena1, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • November 14, 2005

27. SIMPLE deferrals not taken from bonus

    By Guest bmurphy, November 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • November 11, 2005

28. SIMPLE - Termination prior to Notice

    By Guest rgorman, November 3, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 9, 2005

29. Freeze or Terminate 401(k), Start SIMPLE

    By MarZDoates, November 1, 2005
    • 7 replies
    • 6.8k views
    • 
    • Guest
    • November 22, 2005

30. SARSEP, 401(k) Combination

    By Guest JROSSITTER, October 27, 2005
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 29, 2005

31. SIMPLE IRA - Yr end true up

    By Guest Elfman, October 25, 2005
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 26, 2005

32. Are new contributions to a SEP set up by a previous employer allowed?

    By Guest BillP, October 22, 2005
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • October 25, 2005

33. 2 SEP plans for the same individual for 2 different companies. Is this allowable?

    By Guest nan002, October 20, 2005
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2005

34. Roth IRA rollable to Qualified Plan ?

    By JAY21, October 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • October 13, 2005

35. Simple Takeover

    By Guest mb4, October 11, 2005
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2005

36. SEP Controlled Group Question

    By 401 Chaos, October 7, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • October 21, 2005

37. Rollover of SIMPLE IRA to Qualified Plan if over 59 1/2

    By Guest lgm, October 5, 2005
    • 5 replies
    • 2.5k views
    • 
    • Appleby
    • October 9, 2005

38. Two separate Simple IRA Accounts

    By Guest carolinawind, September 29, 2005
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • September 30, 2005

39. SEP Contribution Deducted on Tax Return, Never Received by Custodian

    By MarZDoates, September 27, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • September 27, 2005

40. Foreign Earned Income Exclusion and Simple IRA

    By Guest lmccormick, September 22, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • September 23, 2005

41. Simple IRA deferral question

    By Guest rustymonty, September 20, 2005
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • September 24, 2005

42. Frozen SEP - IRA Contribution

    By Guest erepper, September 19, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 23, 2005

43. SIMPLE IRA after acquisition

    By cathyw, August 30, 2005
    • 0 replies
    • 1.8k views
    • 
    • cathyw
    • August 30, 2005

44. Definition of owner's total "compensation" for an S-corp SIMPLE-IRA

    By Guest Steve Hample, August 25, 2005
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • August 29, 2005

45. Contributions from multiple entities

    By dmb, August 25, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 8, 2005

46. age 70 1/2 RMDs

    By pmacduff, August 17, 2005
    • 2 replies
    • 1.8k views
    • 
    • pmacduff
    • August 17, 2005

47. terminate Simple IRA, start Safe Harbor 401(k) non calendar year...possible?

    By betheeg, August 11, 2005
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 8, 2005

48. Miscalculated Elibility in SIMPLE plan

    By Guest kdp, August 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 3, 2005

49. SIMPLE Contribution made to wrong participant's account

    By jane123, July 29, 2005
    • 2 replies
    • 2k views
    • 
    • Bird
    • July 30, 2005

50. Expanding SIMPLE Investment Providors

    By jukeboy56, July 28, 2005
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 29, 2005