SEP IRA – Self-employed individuals or small business owners with variable earnings who seek a retirement plan may benefit from a SEP IRA. There is minimal IRS filing so SEPs are easy to establish and maintain. 

Employer contributions are flexible and there is no commitment to contribute for any future years. Employers may contribute up to 100% of eligible compensation (based on the first $200,000) per eligible employee or $40,000, whichever is less. 

Our Self-Directed SEP IRAs provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities. 

If you would like more information on our Self-Directed SEP IRA services, please complete the request below or you can open a SEP IRA account through our Forms On-line section.
Name:
Company (if applicable):
Address:
City:
State:
Zip:
Home phone:
Work phone:
Email Address:
New SEP IRA Account Package ( # of packages )

Additional Information:

Qualified Retirement Plan
Personal Trust
Estate Planning
Record Keeping
Custodial Services

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