MGOAdmin Posted June 4, 2014 Posted June 4, 2014 Can you aggregate a SEP and Cash Balance plan together?
Effen Posted June 4, 2014 Posted June 4, 2014 Lots of information out there on this board. Just do a few searches and you should find plenty of advice. Here is just one that you might find helpful. http://benefitslink.com/boards/index.php?/topic/43751-defined-benefit-and-sep-ira/ The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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