SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Can a SAR SEP be invested at multiple institutions?

   By Guest Bergybass, December 3, 2008
   • 2 replies
   • 1.2k views
   • 
   • Gary Lesser
   • December 3, 2008

2. Can a 75 year old self employed individual set up a SIMPLE IRA?

   By katieinny, December 8, 2008
   • 2 replies
   • 1.5k views
   • 
   • katieinny
   • December 8, 2008

3. Can a participant voluntarily opt out of SIMPLE plan?

   By Guest ssargent, December 4, 2000
   • 2 replies
   • 3.1k views
   • 
   • Gary Lesser
   • December 20, 2000

4. Can a S Corporation Establish a SEP?

   By Guest mbernier, November 29, 2000
   • 2 replies
   • 2.1k views
   • 
   • Gary Lesser
   • December 1, 2000

5. can a SEP exclude certain employees and when should benefits begin for new employees?

   By Lori H, March 17, 2005
   • 9 replies
   • 4.7k views
   • 
   • Appleby
   • April 6, 2005

6. Can a SEP operate on a fiscal year?

   By M Norton, November 30, 2020
   • 2 replies
   • 583 views
   • 
   • StephenD
   • December 3, 2020

7. Can a small business have 2 SEP Ira accounts?

   By Guest confusedbusiness, October 3, 2009
   • 3 replies
   • 4.9k views
   • 
   • Guest
   • October 6, 2009

8. Can a small business owner offer both a SIMPLE IRA and a SEP IRA?

   By Gudgergirl, August 6, 2014
   • 3 replies
   • 1.7k views
   • 
   • sbutler
   • August 29, 2014

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

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

10. Can a sole proprietor (no employees) make his employee elective contri

    By Guest Kathleen Fouquet, January 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 29, 2001

11. Can a sole propritor with 2 separate schedule C businesses have a SEP

    By Guest Chris Compton, October 10, 2002
    • 4 replies
    • 6.7k views
    • 
    • Gary Lesser
    • October 10, 2002

12. Can acquired employer with SIMPLE IRA continue to maintain the plan after acquisition?

    By calexbraska, March 20, 2018
    • 5 replies
    • 2.3k views
    • 
    • Luke Bailey
    • March 22, 2018

13. Can an employer make a catchup contribution to a SEP?

    By Guest BeanCounter, March 15, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • March 15, 2005

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. Can an executor of a dead farmer's estate make a SEP contribution on the final return in the year of the farmer's death?

    By Guest Robert Lees, December 1, 1998
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • October 4, 2003

16. Can an individual partner sponsor a SEP?

    By chris, February 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 20, 2002

17. Can an owner immediately start a SIMPLE plan after terminating a profi

    By John A, October 24, 2000
    • 7 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 2, 2000

18. Can employer not provide SIMPLE match for one former employee?

    By Francis, March 7, 2018
    • 2 replies
    • 491 views
    • 
    • Bob the Swimmer
    • March 19, 2018

19. Can existing grandfathered SARSEP Plan be moved to a new custodian?

    By Guest Andy C, November 19, 2001
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • November 20, 2001

20. Can I contribute to both a Simple and Roth IRA plan?

    By Guest Strath, February 20, 2001
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • February 24, 2001

21. Can I contribute to both Simple and Roth IRA's?

    By Guest CCDB, October 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 12, 1999

22. Can I have a plan if I have SIMPLE?

    By Jakyasar, August 25, 2020
    • 6 replies
    • 767 views
    • 
    • Bill Presson
    • August 31, 2020

23. Can I have both a SIMPLE and SEP IRA and, depending on my income for a

    By Guest Jolanda, November 15, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 15, 1999

24. Can owner of business also have a SEP for 1099 income?

    By AKconsult, September 6, 2012
    • 3 replies
    • 1.4k views
    • 
    • shERPA
    • September 7, 2012

25. Can s-corp partners in an LLC have their own SEP's

    By Guest marievelem, January 21, 2004
    • 5 replies
    • 2.2k views
    • 
    • QDROphile
    • January 23, 2004