SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SEP Sponsored by Local Union

   By Guest SCUDDESLER, July 21, 2004
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • July 22, 2004

2. SEP Tax Deduction Available to Offset Rollover IRA

   By Guest tess, December 8, 2005
   • 8 replies
   • 2.8k views
   • 
   • Guest
   • December 15, 2005

3. SEP that excludes controlled group members?

   By Guest beppie_stark, August 21, 2007
   • 5 replies
   • 7.1k views
   • 
   • Gary Lesser
   • August 28, 2007

4. SEP to 401k

   By Guest LSULLIVAN, March 10, 2006
   • 6 replies
   • 2.7k views
   • 
   • Appleby
   • March 18, 2006

5. SEP to safe harbor

   By Guest MichaelM, April 7, 2003
   • 3 replies
   • 1.3k views
   • 
   • Appleby
   • April 10, 2003

6. SEP Transition to Simple with Funding

   By NeedhelpREsep, March 12, 2021
   • 2 replies
   • 791 views
   • 
   • NeedhelpREsep
   • March 16, 2021

7. sep treated as a sarsep

   By Guest JBarid, August 6, 2006
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 7, 2006

8. SEP v. SARSEP v. PROFIT SHARING PLAN

   By Guest inquiry2, October 27, 2003
   • 3 replies
   • 1.4k views
   • 
   • Gary Lesser
   • October 28, 2003

9. sep vs keogh plan - contributions after age 70.5

   By Guest kprhok, August 8, 2007
   • 2 replies
   • 4.8k views
   • 
   • Guest
   • August 8, 2007

10. SEP vs Profit Sharing

    By Guest JimJ, July 31, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 8, 2001

11. SEP vs. 401k

    By Guest avascoe@hmvcpa.com, September 21, 2007
    • 1 reply
    • 2.8k views
    • 
    • Bird
    • September 22, 2007

12. SEP with 401(k) in same year

    By Belgarath, March 24, 2016
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • April 19, 2016

13. SEP withdrawal for qualified higher education purposes

    By Beltane, February 20, 2012
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • February 21, 2012

14. SEP Years of Service for Spouse

    By jukeboy56, February 15, 2014
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • February 18, 2014

15. SEP-IRA

    By Guest Sieve, September 25, 2009
    • 3 replies
    • 2k views
    • 
    • jevd
    • September 25, 2009

16. SEP-IRA account title

    By B21, October 11, 2012
    • 1 reply
    • 4.1k views
    • 
    • Gary Lesser
    • October 11, 2012

17. SEP-IRA and ERISA

    By billfgrady, October 23, 2009
    • 1 reply
    • 2k views
    • 
    • jevd
    • October 23, 2009

18. SEP-IRA and non integrated 401(K) together

    By Guest firstq, January 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 13, 2003

19. SEP-IRA contribution for 1099 compensation?

    By Guest Rick Kraus, April 3, 2000
    • 1 reply
    • 3k views
    • 
    • Bill Berke
    • April 19, 2000

20. SEP-IRA Contributions

    By Guest batberf, September 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 13, 2003

21. SEP-IRA Controlled Group

    By Guest adamor, May 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • June 9, 2004

22. SEP-IRA deduction for part of year as solo

    By Guest noans, April 10, 2014
    • 8 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • April 23, 2014

23. SEP-IRA- former sole proprietor, now self -employed consultant

    By Guest jco1107, May 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 18, 2005

24. SEP-IRA, 401(k) and co-employment

    By Guest WESKI4, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 11, 2002

25. SEP, Improper Deferrals, How to Clean Up situation?

    By Guest Gerry Hedgcock, October 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 15, 1999

26. SEP, Partners and Contribution Limits

    By Guest derek, November 2, 1998
    • 9 replies
    • 3.8k views
    • 
    • Gary Lesser
    • August 20, 2002

27. SEP, SARSEP and SIMPLE Plans

    By Guest sherryc, August 26, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2002

28. SEP, SARSEP, SIMPLE and TSA Software Programs

    By Gary Lesser, October 10, 2002
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • October 10, 2002

29. SEP, Simple Plans and ERISA

    By Guest Learner, May 24, 2006
    • 6 replies
    • 21.4k views
    • 
    • Guest
    • October 28, 2006

30. SEP; improper deferrals

    By Guest Gerry Hedgcock, September 22, 1999
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 22, 1999

31. SEP: Which years are the "immediately preceding 5 years"?

    By jukeboy56, April 17, 2006
    • 2 replies
    • 5.2k views
    • 
    • jukeboy56
    • April 17, 2006

32. SEP's

    By Guest Tina Pickard, July 16, 2002
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • July 16, 2002

33. Sep's and Unions

    By rfahey, January 27, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • February 1, 2010

34. SEP's for S-Corps in 2012

    By mgcpension, July 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • masteff
    • July 15, 2011

35. Sep's For Self-employed Owner

    By Guest Gonzalos, October 31, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 31, 2002

36. SEP/IRA Distributions

    By Guest Jacki, January 15, 2001
    • 2 replies
    • 3.4k views
    • 
    • Gary Lesser
    • January 29, 2001

37. SEP/SIMPLE - Qualified Plans?

    By MarZDoates, November 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • November 3, 2003

38. SEP/SIMPLE after Termination of 401(k)

    By Gary Lesser, December 26, 1998
    • 0 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 26, 1998

39. SEPP and a Profit Sharing Plan

    By Guest ronalds, February 20, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 20, 2000

40. SEPS & partnerships

    By Felicia, October 29, 2003
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • October 29, 2003

41. SEPs and Controlled Groups

    By Guest J_Cira_70, January 18, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 29, 2001

42. SEPS and Married Filing Joint

    By Guest KFLETT, March 26, 2003
    • 1 reply
    • 967 views
    • 
    • Mike Preston
    • March 26, 2003

43. SEPs, LLCs, and controlled groups

    By cassiefelder, November 18, 2015
    • 1 reply
    • 981 views
    • 
    • Lou S.
    • November 18, 2015

44. SEPs, SIMPLEs, creditors

    By Santo Gold, September 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • September 15, 2010

45. SEPS, SIMPLES, ETC. - Anybody do this as a main part of their business

    By AndyH, March 24, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 3, 2001

46. SERIOUS mishandling of the VCP??

    By DR245, August 21, 2020
    • 0 replies
    • 725 views
    • 
    • DR245
    • August 21, 2020

47. Setting up a SEP for church employees

    By MBCarey, April 3, 2009
    • 4 replies
    • 2.3k views
    • 
    • MBCarey
    • April 7, 2009

48. Setting up a SEP Plan

    By metsfan026, September 25, 2025
    • 3 replies
    • 3.1k views
    • 
    • Bruce1
    • October 1, 2025

49. Setting up a SIMPLE for Domestic Help

    By Guest TaxBill, June 21, 2002
    • 15 replies
    • 2.8k views
    • 
    • Gary Lesser
    • July 2, 2002

50. severence pay-can you exclude it?

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