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Started By
Message
re: sep ira
Posted on 2/22/24 at 10:25 am to TJG210
Posted on 2/22/24 at 10:25 am to TJG210
If anyone on this thread has a SEP IRA through Fidelity, would you mind providing more information? I am looking into this.
Easy to set up?
Contributions can either be made traditional or Roth?
Good investment options?
Decent option if you are probably looking to hire an employee(s) in couple years?
Provide a tax form?
Thank you.
Easy to set up?
Contributions can either be made traditional or Roth?
Good investment options?
Decent option if you are probably looking to hire an employee(s) in couple years?
Provide a tax form?
Thank you.
1
Posted on 2/22/24 at 11:51 am to tigerforever7
quote:
Easy to set up?
Yes
quote:
Contributions can either be made traditional or Roth
No
Only traditional
quote:
Good investment options?
Yes. Fidelity has many options
quote:
Decent option if you are probably looking to hire an employee(s) in couple years?
Pass. Don't have an opinion. But you probably need at least a discussion about the long game with lawyer and accountant types to plan
quote:
Provide a tax form
You probably need a tax advisor or accountant for paperwork. Especially for deductions to make the SEP optimal
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