SEP IRA

A simplified employee pension, otherwise known as a SEP IRA, is common for self-employed individuals and small business owners retain access to tax free benefits when saving for retirement.

SEP IRAs have higher contribution limits and no minimums, and only the employer can contribute to the fund, not the employee.

If you’re looking to provide a SEP IRA program for your business or need to establish a new simplified employee pension plan, we’re here to help.

Let’s chat about your needs and get you the support you need for your business and employees.

400 South West Bluff Drive, Suite 107
Bend, OR 97702
(541) 639-8055