Hawaii Retirement Show

Ep.#98: Understanding the SEP-IRA (Simplified Employee Pension)


Listen Later

In this episode of The Hawaii Retirement Show, Jason explores the Simplified Employee Pension (SEP-IRA), a flexible, tax-advantaged retirement plan ideal for small business owners and the self-employed. He explains the key benefits, including high contribution limits, ease of setup, and the ability to make discretionary employer-only contributions. Jason also covers eligibility, tax advantages, and common pitfalls like overfunding or missing eligible employees. Whether you're a sole proprietor or part of a small team, this episode offers valuable insights on how a SEP-IRA can simplify retirement planning while maximizing tax benefits.

Website: https://www.hiretirementshow.com

...more
View all episodesView all episodes
Download on the App Store

Hawaii Retirement ShowBy Jason Cutitta, CFP®

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

10 ratings


More shows like Hawaii Retirement Show

View all
ChooseFI by ChooseFI

ChooseFI

5,156 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

758 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

549 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,457 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

192 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

449 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

837 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,066 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

140 Listeners

FI Minded: Bridging Pre FI Discipline and Post FI Freedom in Financial Independence by Justin Peters

FI Minded: Bridging Pre FI Discipline and Post FI Freedom in Financial Independence

103 Listeners