SIMPLE IRA – Self-employed individuals with modest incomes or small companies with 100 or less eligible employees seeking an alternative to the 401(k) plan, may benefit from a SIMPLE IRA. With fewer administrative requirements, SIMPLEs are easy to establish and maintain.

Employees may make salary deferrals of 100% of compensation up to $7,000. Individuals age 50 and older can make "catch-up" contributions of up to $500 in addition to Regular Contributions.

Employer matches deferrals dollar for dollar up to 3% of compensation OR the employer can make a 2% of compensation contribution for each eligible employee, regardless of deferrals.

Our Self-Directed SIMPLE 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 SIMPLE IRA services, please complete the request below or you can open a SIMPLE IRA account through our Forms On-line section.

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