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Can we establish a SEP for 2003 now?


Guest Boilerburm
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Guest Boilerburm

I have a self-employed individual who has about $75K in comp for 2003, and doesn't have a plan. Can he set up a plan now? I know he can't use the IRS Form, but can he set up an individually designed SEP plan?

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Actually, he can use the IRS form. The SEP can be established by tax filing deadline including extensions. If no extension was applied for, then it is too late.

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

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