Guest Boilerburm Posted April 27, 2004 Report Share Posted April 27, 2004 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? Link to comment Share on other sites More sharing options...
Appleby Posted April 28, 2004 Report Share Posted April 28, 2004 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. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com Link to comment Share on other sites More sharing options...
Guest Boilerburm Posted April 28, 2004 Report Share Posted April 28, 2004 Thanks Appleby. Link to comment Share on other sites More sharing options...
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