SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Simple IRA and Traditional IRA Contribution

   By Guest szaidman, September 13, 2001
   • 1 reply
   • 1.6k views
   • 
   • Belgarath
   • September 13, 2001

2. SIMPLE IRA and Two-Year Rule

   By Guest Tara Curran, May 20, 2002
   • 1 reply
   • 1.9k views
   • 
   • Belgarath
   • May 20, 2002

3. SIMPLE IRA as a 1 Year "substitute"

   By SMB, November 19, 2004
   • 2 replies
   • 1.3k views
   • 
   • SMB
   • November 27, 2004

4. SIMPLE IRA Catch-up and Matching Contributions

   By Guest DLevine, October 3, 2001
   • 1 reply
   • 1.8k views
   • 
   • Gary Lesser
   • October 9, 2001

5. SIMPLE IRA Checklist

   By Appleby, March 17, 2004
   • 0 replies
   • 1.1k views
   • 
   • Appleby
   • March 17, 2004

6. SIMPLE IRA Compensation

   By Fisher, August 4, 2008
   • 3 replies
   • 6.2k views
   • 
   • Appleby
   • August 5, 2008

7. SIMPLe IRA compensation

   By Guest Lil Anderson, January 24, 2007
   • 3 replies
   • 2.9k views
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   • Guest
   • January 25, 2007

8. SIMPLE IRA Compensation?

   By Dawn Hafner, February 1, 2000
   • 2 replies
   • 1.6k views
   • 
   • Dawn Hafner
   • February 1, 2000

9. SIMPLE IRA Cont limit-combine with 401k?

   By Guest Mick Davids, July 19, 1999
   • 2 replies
   • 1.9k views
   • 
   • Gary Lesser
   • July 20, 1999

10. SIMPLE IRA contribution limits for 2001.

    By Guest rwallace, February 9, 2001
    • 1 reply
    • 2.6k views
    • 
    • Appleby
    • February 10, 2001

11. Simple IRA contribution timing

    By Guest spencerhos, April 10, 2005
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • April 14, 2005

12. SIMPLE IRA Contribution Timing

    By Guest fusiuser, March 3, 2000
    • 2 replies
    • 1.5k views
    • 
    • Bill Berke
    • June 2, 2000

13. simple IRA contribution timing requirements

    By Guest Ed Walker, July 19, 2000
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 29, 2000

14. SIMPLE IRA Contributions

    By Guest RPSS, June 6, 2001
    • 4 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 26, 2001

15. SIMPLE IRA CONTRIBUTIONS

    By Felicia, February 17, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 17, 2004

16. SIMPLE IRA contributions

    By Felicia, March 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • March 6, 2011

17. SIMPLE IRA contributions made not using payroll

    By Cheryl Merritt, December 22, 2023
    • 7 replies
    • 5.6k views
    • 
    • Cheryl Merritt
    • January 2, 2024

18. Simple ira Controlled Group

    By PFranckowiak, September 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • PFranckowiak
    • September 20, 2010

19. SIMPLE IRA Controlled group

    By Guest nlmc18, April 26, 2004
    • 6 replies
    • 3.1k views
    • 
    • Belgarath
    • December 14, 2004

20. SIMPLE IRA death settlement

    By Guest Sten Lindquist, July 26, 1999
    • 9 replies
    • 5.3k views
    • 
    • Appleby
    • July 19, 2005

21. SIMPLE IRA Deductiblity Issues

    By dmb, December 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 22, 2003

22. Simple IRA deferral question

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

23. Simple IRA deferrals

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • March 15, 2004

24. SIMPLE IRA deferrals - are they employee assets or employer's?

    By Guest amfam2, February 10, 2003
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 4, 2003

25. SIMPLE IRA definition of Compensation

    By Guest ButchElfers, September 5, 2006
    • 3 replies
    • 5.1k views
    • 
    • Gary Lesser
    • September 6, 2006

26. SIMPLE IRA deposit error

    By lisabroc, April 17, 2018
    • 1 reply
    • 801 views
    • 
    • Larry Starr
    • April 17, 2018

27. SIMPLE IRA Distribution ?

    By Guest EAS, April 26, 2005
    • 4 replies
    • 1.6k views
    • 
    • Gary Lesser
    • May 5, 2005

28. SIMPLE IRA EE and ER contributions made late; correction done and filed under VCP

    By katieinny, July 18, 2011
    • 1 reply
    • 3.5k views
    • 
    • Gary Lesser
    • August 22, 2011

29. SIMPLE IRA ELIGIBILITY

    By Guest robmc, January 31, 2013
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

30. Simple IRA Eligibility/Discrimination

    By Guest CM Klein, September 20, 2001
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • September 20, 2001

31. Simple IRA Eligible Compensation in first year

    By Tom, July 11, 2022
    • 2 replies
    • 995 views
    • 
    • Patricia Neal Jensen
    • July 13, 2022

32. SIMPLE IRA employee contributon - sole prop

    By Santo Gold, April 30, 2020
    • 2 replies
    • 1k views
    • 
    • Santo Gold
    • May 3, 2020

33. SIMPLE IRA Entry dates

    By Guest AEA, December 5, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 6, 2003

34. SIMPLE IRA Exceptions – can more than one plan be offered?

    By Francis, October 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 1, 2010

35. Simple IRA excess contributions

    By Dazednconfused, February 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 1, 2010

36. SIMPLE IRA excess ER contribution

    By M Norton, February 10, 2020
    • 2 replies
    • 941 views
    • 
    • M Norton
    • February 18, 2020

37. SIMPLE IRA Excess Matching Contributions

    By Guest Bob Lees, November 16, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 16, 2007

38. SIMPLE IRA Exclusive Benefit Rule

    By R. Butler, June 7, 2005
    • 2 replies
    • 2.2k views
    • 
    • R. Butler
    • June 9, 2005

39. SIMPLE IRA for 1 of 2 Sch-C spouses

    By M Norton, December 10, 2019
    • 3 replies
    • 1.2k views
    • 
    • spiritrider
    • December 11, 2019

40. Simple IRA for 2 Companies

    By Guest RJF, April 6, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 6, 2006

41. SIMPLE IRA for 2020 - too late to stop and replace with 401(k)?

    By lisabroc, January 27, 2020
    • 3 replies
    • 2k views
    • 
    • lisabroc
    • January 29, 2020

42. Simple IRA for a church

    By M Norton, September 25, 2009
    • 3 replies
    • 4.1k views
    • 
    • M Norton
    • October 6, 2009

43. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 11k views
    • 
    • Flyboyjohn
    • February 15, 2018

44. SIMPLE IRA for domestic employee

    By Guest Clio, January 8, 2007
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • January 8, 2007

45. SIMPLE IRA for Partnership

    By MarZDoates, March 12, 2002
    • 3 replies
    • 2.2k views
    • 
    • MarZDoates
    • March 12, 2002

46. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k, October 28, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 1999

47. SIMPLE IRA for the self employed

    By Guest BruceC, September 21, 2008
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • September 23, 2008

48. Simple IRA for W-2 employees and 1099s

    By Jeannine, January 13, 2023
    • 3 replies
    • 2.3k views
    • 
    • Bri
    • January 16, 2023

49. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9, 2017   

    • simple
    • ira
    • 2 replies
    • 1.3k views
    • 
    • HafnerN1
    • February 10, 2017

50. SIMPLE IRA gone "bad"

    By Flyboyjohn, March 8, 2019   

    • simple ira
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • March 18, 2019