SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. Eligible for SEP?

   By Dougsbpc, May 24, 2014
   • 1 reply
   • 947 views
   • 
   • Bird
   • May 27, 2014

2. SAR SEP Plan with aduld child and wife of owner

   By rfahey, May 9, 2014
   • 2 replies
   • 1k views
   • 
   • Jim Chad
   • May 9, 2014

3. Eligibility for SEP plans - entry date - employed as of certain date

   By Guest dvandaeler, April 16, 2014   

   • Eligibility
   • 7 replies
   • 2.4k views
   • 
   • Guest
   • April 17, 2014

4. SIMPLE IRA and Fidelity Bond Requirements

   By Susan S., April 15, 2014
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • April 15, 2014

5. Can a sole prop w/SEP/IRA also contribute to a Traditional IRA?

   By Guest Taxlady1040, April 13, 2014
   • 1 reply
   • 886 views
   • 
   • masteff
   • April 14, 2014

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

   By Guest noans, April 10, 2014
   • 8 replies
   • 1.4k views
   • 
   • Flyboyjohn
   • April 23, 2014

7. Using Model 5305 SEP

   By Fisher, April 2, 2014   

   • Maintaining a Qualified Plan
   • 3 replies
   • 1.4k views
   • 
   • Gary Lesser
   • August 26, 2016

8. SIMPLE correction procedures

   By Santo Gold, April 1, 2014
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • April 7, 2014

9. Simple IRA & VCP

   By B21, March 26, 2014
   • 5 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • April 24, 2014

10. SEP for person with income from W2 and 1099

    By Guest LLCNewbie, March 21, 2014
    • 1 reply
    • 2.8k views
    • 
    • masteff
    • March 21, 2014

11. Is excessSEP/IRA contribution also subject to early distribution penalty of 10%?

    By Guest Taxlady1040, March 19, 2014
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • March 19, 2014

12. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

    • excess contribution
    • 6 replies
    • 7.4k views
    • 
    • masteff
    • March 7, 2014

13. Eligible Employers

    By austin3515, March 6, 2014
    • 1 reply
    • 870 views
    • 
    • Belgarath
    • March 7, 2014

14. Can an excess contribution to a SEP/IRA be rolled into a solo 401k?

    By Guest Taxlady1040, March 6, 2014   

    • excess contribution
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 7, 2014

15. Employer terminates SIMPLE plan without giving employees notice

    By Guest Nimrey, February 25, 2014   

    • SIMPLE
    • Termination
    • (and 2 more)

      Tagged with:

      • SIMPLE
      • Termination
      • notice
      • 60 days
    • 4 replies
    • 1.6k views
    • 
    • GMK
    • February 25, 2014

16. What is compensation for purposes of SEP using Form 5305A-SEP

    By Gudgergirl, February 21, 2014
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • April 7, 2014

17. SEP and a 401k

    By Tom Poje, February 17, 2014
    • 1 reply
    • 989 views
    • 
    • ETA Consulting LLC
    • February 18, 2014

18. SEP Years of Service for Spouse

    By jukeboy56, February 15, 2014
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • February 18, 2014

19. 5304 or 5305....

    By K-t-F, February 4, 2014
    • 7 replies
    • 3.2k views
    • 
    • K-t-F
    • February 4, 2014

20. SEP

    By Guest ingridak, January 22, 2014   

    • union
    • status change non-union
    • 2 replies
    • 967 views
    • 
    • Guest
    • January 22, 2014

21. Small Doctor Group - Emergency Room Setting

    By CLE401kGuy, January 20, 2014
    • 2 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • January 22, 2014

22. SARSEP Plan with son of business owner eligible

    By rfahey, January 14, 2014
    • 4 replies
    • 993 views
    • 
    • BG5150
    • January 24, 2014

23. SARSEP - Can EE opt out?

    By Guest Roger K., January 14, 2014
    • 2 replies
    • 1.7k views
    • 
    • Lou S.
    • January 14, 2014

24. Moving the assets of a SIMPLE

    By K-t-F, January 10, 2014
    • 10 replies
    • 2.5k views
    • 
    • Borsley
    • January 13, 2014

25. Successor Employer

    By cdavis25, January 7, 2014
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • January 23, 2014