SEP, SARSEP and SIMPLE Plans

1,504 topics in this forum

1. SIMPLE-IRA

   By rblum50, September 15, 2010
   • 1 reply
   • 810 views
   • 
   • Gary Lesser
   • September 15, 2010

2. Transfer from 401(a) Plan to SEP-IRAs

   By Oh so SIMPLE, August 11, 2010
   • 1 reply
   • 1k views
   • 
   • Bird
   • August 12, 2010

3. SEP IRA

   By Guest mattsmalls, July 15, 2010
   • 3 replies
   • 1k views
   • 
   • GMK
   • July 16, 2010

4. SARSEP legality question

   By Guest Shandi2010, July 8, 2010
   • 3 replies
   • 1.3k views
   • 
   • Gary Lesser
   • July 8, 2010

5. LLC, K-1 and SEP

   By Guest dbvail, May 21, 2010
   • 8 replies
   • 7k views
   • 
   • Guest
   • May 23, 2010

6. 2010 1099-R instructions

   By Belgarath, March 9, 2010
   • 1 reply
   • 2.4k views
   • 
   • Gary Lesser
   • May 22, 2010

7. SIMPLE plus 403(b)

   By rfahey, March 3, 2010
   • 3 replies
   • 1.2k views
   • 
   • Gary Lesser
   • May 22, 2010

8. SEP and SIMPLE in same year?

   By steve-o, April 6, 2010
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • May 22, 2010

9. Disqualification of SARSEP

   By LIBERTYKID, April 23, 2010
   • 2 replies
   • 1.4k views
   • 
   • Gary Lesser
   • May 22, 2010

10. SIMPLE IRA and more than 100 ees in 2009

    By Jim Chad, May 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • May 19, 2010

11. Rollover from SEP IRA to qualified plan

    By AKconsult, April 27, 2010
    • 2 replies
    • 2.3k views
    • 
    • Appleby
    • April 27, 2010

12. IRS Form 5305-SEP

    By Felicia, March 24, 2010
    • 1 reply
    • 2.1k views
    • 
    • Borsley
    • April 6, 2010

13. Client wants to make a catch-up contribution to his SEP

    By Guest jc1457, March 29, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 29, 2010

14. missed or incorrect employer contributions

    By Santo Gold, March 11, 2010
    • 1 reply
    • 1.6k views
    • 
    • Christine Roberts
    • March 13, 2010

15. Royalties as Earned Income for SEP Purposes

    By PJ2009, March 20, 2009
    • 11 replies
    • 6.6k views
    • 
    • Belgarath
    • March 8, 2010

16. Simple IRA excess contributions

    By Dazednconfused, February 17, 2010
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • March 1, 2010

17. SEP & Roth

    By Guest Michael Scott, February 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 19, 2010

18. Partnership Dissolved - Has SIMPLE IRA

    By MarZDoates, February 9, 2010
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • February 11, 2010

19. Fund IRA but not SEP

    By Guest Steve Palmer, February 10, 2010
    • 1 reply
    • 933 views
    • 
    • Bird
    • February 10, 2010

20. Sep's and Unions

    By rfahey, January 27, 2010
    • 1 reply
    • 978 views
    • 
    • Gary Lesser
    • February 1, 2010

21. Keeping SEP Plan Document up-to-date

    By Borsley, January 10, 2010
    • 2 replies
    • 1k views
    • 
    • Gary Lesser
    • January 12, 2010

22. SIMPLE IRA - Lots of Problems

    By KateSmithPA, January 6, 2010
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 7, 2010

23. 401k Profit Sharing to SIMPLE

    By DP, January 6, 2010
    • 1 reply
    • 933 views
    • 
    • Gary Lesser
    • January 7, 2010

24. Allocation limits

    By rcline46, January 5, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • January 6, 2010

25. Changing SEP eligibility requirement

    By Guest rr2000, December 15, 2009
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 15, 2009