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Why TPAs Shouldn't Ignore SEP-IRAs -- But Also Shouldn't Stop There
The Rosenbaum Law Firm P.C. via JD Supra 
[Opinion] Aug. 20, 2025 "As a gateway, SEP-IRAs make sense. They're the training wheels of employer-sponsored retirement plans. But the problem is too many employers, and too many plan providers -- never take the training wheels off.... If your client has more than one employee, or plans to hire more, the SEP-IRA is a temporary fix at best, and a costly mistake at worst." MORE >> |
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