SEP, SARSEP and SIMPLE Plans

1,486 topics in this forum

1. Definition of "Earned Income"

   By Gary Lesser, September 29, 2010
   • 0 replies
   • 1.2k views
   • 
   • Gary Lesser
   • September 29, 2010

2. Forgot to fill out form 5305-SA

   By Guest sheTexasHammer, September 28, 2010
   • 1 reply
   • 1.3k views
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   • rcline46
   • September 28, 2010

3. Simple ira Controlled Group

   By PFranckowiak, September 20, 2010
   • 0 replies
   • 1k views
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   • PFranckowiak
   • September 20, 2010

4. EP Phone Forum on September 27

   By Gary Lesser, September 17, 2010
   • 0 replies
   • 762 views
   • 
   • Gary Lesser
   • September 17, 2010

5. HSA contributions - compensation ?

   By rfahey, July 23, 2010
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • September 15, 2010

6. Record retention for SEP IRA

   By Guest Roger K., August 16, 2010
   • 1 reply
   • 2.2k views
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   • Gary Lesser
   • September 15, 2010

7. SEPs, SIMPLEs, creditors

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

8. SIMPLE-IRA

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

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

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

10. SEP IRA

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

11. SARSEP legality question

    By Guest Shandi2010, July 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • July 8, 2010

12. LLC, K-1 and SEP

    By Guest dbvail, May 21, 2010
    • 8 replies
    • 6.9k views
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    • Guest
    • May 23, 2010

13. 2010 1099-R instructions

    By Belgarath, March 9, 2010
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • May 22, 2010

14. SIMPLE plus 403(b)

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

15. SEP and SIMPLE in same year?

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

16. Disqualification of SARSEP

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

17. SIMPLE IRA and more than 100 ees in 2009

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

18. Rollover from SEP IRA to qualified plan

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

19. IRS Form 5305-SEP

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

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

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

21. missed or incorrect employer contributions

    By Santo Gold, March 11, 2010
    • 1 reply
    • 1.5k views
    • 
    • Christine Roberts
    • March 13, 2010

22. Royalties as Earned Income for SEP Purposes

    By PJ2009, March 20, 2009
    • 11 replies
    • 6.2k views
    • 
    • Belgarath
    • March 8, 2010

23. Simple IRA excess contributions

    By Dazednconfused, February 17, 2010
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 1, 2010

24. SEP & Roth

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

25. Partnership Dissolved - Has SIMPLE IRA

    By MarZDoates, February 9, 2010
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 11, 2010