Simplified Employee Pension (SEP) IRA

Earnings grow tax-free until withdrawal at retirement (ideal for businesses with less than 10 employees)

FIND A FINANCIAL ADVISOR
Business owner and employees

Product Features & Benefits

  • Tax-deferred earnings on accumulated interest

  • Contributions are tax deductible for employer

  • Easy to set up and administer

  • No extra reporting to IRS is necessary

  • Once you've set up a SEP plan for your business, you can open SEP IRAs for all eligible employees, including yourself

Let's Talk

Natalia Peters' photo

Natalia Peters, CFP®

Island: Oahu
Phone: (808) 541-8423
Start Planning

Jeffrey Bonk's photo

Jeffrey Bonk

Islands: Maui & Hawaii
Phone: (808) 952-7019
Start Planning

Riki-Ann Chow's photo

Riki-Ann Chow

Islands: Oahu
Phone: (808) 527-4350
Start Planning

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Common Questions:

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Advisory services are only offered by Investment Adviser Representatives. Registered address and phone number: American Savings Investment Services, 300 North Beretania Street Honolulu, HI 96817. (808) 735-1717.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
 

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

 
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