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Though they’re suitable for small businesses with 10 or fewer employees, in practice, most SEP-IRAs (Simplified Employee Pension) are established by self-employed individuals. The plans require minimal paperwork and are easy to administer.
Employer contributions are made before taxes, and both contributions and earnings grow tax-deferred until they are withdrawn (presumably in retirement), at which time they are taxed as ordinary income.
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Cetera Investment Services is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products provided by Cetera.
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.
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Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.