SEP IRA
Any employer, including a sole proprietor with no employees, can establish a SEP for the benefit of all eligible employees.
The owner of the business is also considered an employee who is eligible to receive a SEP contribution.
Due to ever changing tax laws, please refer to IRS publication 560 for for eligibility rules and contribution limits.
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Simply click on the links below to download your copy of applicable forms, complete, then mail it to:
Trading Direct
160 Broadway FL 7R
New York, New York 10038
Mandatory Forms
Optional Forms
For Reference
IRA Custodial Agreement & Disclosure Statement
Questions? Contact us.
DISCLOSURE: THE ABOVE INFORMATION PRESENTS GENERAL INFORMATION ONLY, IS THOUGHT TO BE ACCURATE AS OF JANUARY 2010, AND IS SUBJECT TO CHANGE BASED UPON EVER CHANGING US TAX LAWS. TO MAKE CERTAIN THAT OPENING A PARTICULAR ACCOUNT WILL SUIT YOUR NEEDS, BE SURE TO CONSULT A QUALIFIED TAX RESOURCE.