SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. Adopted 2020 DB plan retroactive, after already contributed to SEP at broker

   By Old Reliable, August 24, 2021
   • 2 replies
   • 293 views
   • 
   • CuseFan
   • August 25, 2021

2. Re-Characterization as Catch up

   By coleboy, August 8, 2018
   • 2 replies
   • 278 views
   • 
   • coleboy
   • August 8, 2018

3. Self-employed earnings for SEP

   By B21, August 31, 2021
   • 2 replies
   • 278 views
   • 
   • Bird
   • September 1, 2021

4. SIMPLE and VCP for over 100 ees

   By cdavis25, August 25, 2020
   • 0 replies
   • 270 views
   • 
   • cdavis25
   • August 25, 2020

5. SIMPLE and 401(k) Plans in stock sale

   By pmacduff, November 29, 2021
   • 4 replies
   • 244 views
   • 
   • pmacduff
   • November 30, 2021

6. Invalidate SEP IRA and New DB Plan for 2021

   By Ananda, December 17, 2021
   • 3 replies
   • 241 views
   • 
   • CuseFan
   • December 17, 2021

7. Excess employer contributions to SIMPLE IRA since 2007

   By gc@chimentowebb.com, February 14
   • 3 replies
   • 178 views
   • 
   • Bird
   • February 15

8. SIMPLE contributions not made 2019-2021

   By DHoff, November 30, 2021
   • 1 reply
   • 164 views
   • 
   • gc@chimentowebb.com
   • March 6

9. Related employers for SEP?

   By cathyw, February 3
   • 3 replies
   • 162 views
   • 
   • cathyw
   • February 5
10. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year