Is the SEP IRA the best retirement plan for small business owners? Let's take a look at the rules and regulations of the SEP IRA to help you figure out if this is the right retirement plan for you.

0:00 Intro
0:35 Setup Process
0:57 IRS form 5305-SEP
1:04 SEP IRA Employee Eligibility Requirements
2:34 IRS form 5498
2:54 Contribution Limits
3:38 Catch-Up Contributions
4:08 Investment Options
4:48 Traditional IRA and Roth IRA income limits
7:02 SEP IRA contribution formula
9:15 Contribution rates Publication 560
10:41 Roth IRA + SEP IRA
13:58 Is the SEP IRA the retirement plan for you?

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TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
CERTIFIED FINANCIAL PLANNER™

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