SEP, SARSEP and SIMPLE Plans

1,430 topics in this forum

1. Defined Benefit and SEP IRA

   By Guest AbbyP, October 26, 2009
   • 4 replies
   • 16,471 views
   • 
   • mwyatt
   • October 27, 2009

2. SEP, Simple Plans and ERISA

   By Guest Learner, May 24, 2006
   • 6 replies
   • 16,333 views
   • 
   • Guest mjb
   • October 28, 2006

3. Fidelity Bond required?

   By Guest m.n.ouellette, July 16, 2008
   • 11 replies
   • 10,574 views
   • 
   • Gary Lesser
   • July 21, 2008

4. SIMPLE IRA transfer to regular IRA while still employed with the company?

   By Guest bsmith12, January 18, 2009
   • 11 replies
   • 10,313 views
   • 
   • Guest bsmith12
   • January 28, 2009

5. 401(k) Rollover to SIMPLE IRA

   By Guest Bob Lees, December 26, 2002
   • 5 replies
   • 10,062 views
   • 
   • Gary Lesser
   • January 2, 2003

6. Individual SEP IRA's for for LLC Partners

   By Guest smiceli, December 12, 2003
   • 4 replies
   • 10,013 views
   • 
   • panther
   • June 1, 2016

7. Terminating a SIMPLE IRA Plan

   By Guest Suanne, September 28, 2006
   • 1 reply
   • 9,178 views
   • 
   • Gary Lesser
   • October 10, 2006

8. Termination of Simple IRA -- How does story end?

   By Guest CMC, December 6, 2007
   • 11 replies
   • 9,051 views
   • 
   • Guest CMC
   • March 24, 2008

9. 5304 or 5305

   By rfahey, August 31, 2006
   • 1 reply
   • 8,904 views
   • 
   • WDIK
   • August 31, 2006

10. SEP IRA--Using the integrated formula

    By Guest ButchElfers, October 23, 2003
    • 4 replies
    • 8,753 views
    • 
    • Gary Lesser
    • March 22, 2005

11. Late Contributions & No Match to a SIMPLE IRA

    By Guest ButchElfers, March 3, 2004
    • 3 replies
    • 8,718 views
    • 
    • Gary Lesser
    • March 4, 2004

12. SIMPLE IRA mid-yr plan termination due to acquisition?

    By Borsley, August 8, 2012
    • 2 replies
    • 8,648 views
    • 
    • Borsley
    • August 9, 2012

13. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 8,434 views
    • 
    • Flyboyjohn
    • February 15, 2018

14. Impact of changing from a non-DFI to a DFI plan

    By Guest Richard Plant, August 8, 2007
    • 1 reply
    • 7,087 views
    • 
    • Gary Lesser
    • August 28, 2007

15. SEP Contributions after 70-1/2

    By Guest Randy Ehle, October 11, 2000
    • 1 reply
    • 6,942 views
    • 
    • Michael Devault
    • October 11, 2000

16. Making SEP contributions for terminated employees

    By Guest bmurphy, October 14, 2004
    • 16 replies
    • 6,922 views
    • 
    • Guest gbandy
    • January 25, 2005

17. SEP contribution - sole proprietor's spouse

    By Lori Friedman, June 29, 2006
    • 7 replies
    • 6,819 views
    • 
    • Lori Friedman
    • June 29, 2006

18. Self-employed: SEP-IRA plus traditional IRA

    By Lori Friedman, April 12, 2012
    • 3 replies
    • 6,586 views
    • 
    • Lori Friedman
    • April 12, 2012

19. Simple IRA to Simple 401(k) Midyear Conversion

    By Guest mfitzgerald, March 31, 2008
    • 5 replies
    • 6,535 views
    • 
    • Bird
    • July 21, 2008

20. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

    • excess contribution
    • 6 replies
    • 6,312 views
    • 
    • masteff
    • March 7, 2014

21. Eligibility for a SIMPLE IRA

    By Guest Jensen, May 27, 2008
    • 3 replies
    • 6,260 views
    • 
    • jevd
    • May 28, 2008

22. LLC, K-1 and SEP

    By Guest dbvail, May 21, 2010
    • 8 replies
    • 5,969 views
    • 
    • Guest dbvail
    • May 23, 2010

23. IRAs and Escheatment Fees

    By Guest LeslieMM, November 3, 2003
    • 9 replies
    • 5,804 views
    • 
    • Gary Lesser
    • November 8, 2003

24. Royalties as Earned Income for SEP Purposes

    By PJ2009, March 20, 2009
    • 11 replies
    • 5,592 views
    • 
    • Belgarath
    • March 8, 2010

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

    By MarZDoates, November 1, 2005
    • 7 replies
    • 5,585 views
    • 
    • Guest mjb
    • November 22, 2005