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Started By
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sep ira
Posted on 2/21/24 at 7:18 am
Posted on 2/21/24 at 7:18 am
looking to start a sep IRA this year for tax purposes. Any recs on where to start on?
4
Posted on 2/21/24 at 7:44 am to trident
Fidelity
Posted on 2/21/24 at 12:29 pm to trident
a solo401k is better. been explained here ad infinitum.
do not open it with any brokerage which limits your investments
There are companies that will write you up a QRP. solo 401k trust with a ROTH sub account if needed
open checking account at a bank.
now you can invest in what you want. checkbook control being you are the trustee and plan administrator.
do not open it with any brokerage which limits your investments
There are companies that will write you up a QRP. solo 401k trust with a ROTH sub account if needed
open checking account at a bank.
now you can invest in what you want. checkbook control being you are the trustee and plan administrator.
Posted on 2/21/24 at 8:47 pm to trident
quote:
looking to start a sep IRA this year for tax purposes. Any recs on where to start on?
What made you go with SEP? Also, are you looking to do one for 2023 - you still have ample time.
This post was edited on 2/21/24 at 8:48 pm
Posted on 2/22/24 at 5:41 am to trident
Mine is with Ameriprise.
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