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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Part 1 of 2: Key Factor for Choosing Between a SEP IRA and a SIMPLE IRA

  • 08 Sep 2023
  • 12:00 PM


Registration is closed

Live: Only for members with qualifying consulting membership.

October 1 is the deadline for setting up SIMPLE IRAs. Please join Denise to learn about SIMPLE IRAs.

SEP IRAs and SIMPLE IRA plans are easy to establish and operate and have little administrative cost. They are also easy to communicate to employees and are often considered ideal starter plans for small businesses. Both plans have competing and similar features and benefits that make them suitable for the small business.

Join Denise as she explains some of the critical factors that must be considered when choosing between the two.

Live: Only for members with qualifying consulting membership.

Not a member? Sign up for a membership here.

Learning Objectives

At the end of this webinar, advisors who participated should be able to:

  • Help small business owners understand why they need to adopt retirement plans for themselves and their employees
  • Identify key features and benefits of SEP IRAs and SIMPLE IRAs
  • Determine which employees must be covered under SEP IRAs and SIMPLE IRAs
  • Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs.

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