An Introduction to the SEP-IRA

The SEP-IRA is a very interesting version of thehave been paid at least $450 dollars in wages in the
original IRA designed for individuals. The SEP-IRAprevious year.
performs the same function, but for business owners.The contributions to the plan are made by the
A SEP IRA is an abbreviation for Simplified Employeeemployer from the earnings of the employee. Rather
Pension Individual Retirement Account. It gets its namethan putting it in his paycheck, it is deposited into the
from the fact that it is, actually, simple. It is intended toSEP-IRA. The maximum contribution is 25% of the
give small business employers and self employedtotal income of the employee. The maximum amount
workers an IRA that functions much the same way asthat can be contributed in a year was set at $44,000
a pension plan, but on a simpler scale. The SEP IRAin 2006 and will be adjusted for inflation in the coming
can also be rolled over into other forms of IRAs shouldyears. The portion of the employees compensation
employment change and the owner becomes eligiblepaid into the plan is deductible from his taxes and will
for a different plan.result in a tax savings.
The administrative costs of a SEP-IRA are very low. IfA self-employed person is limited to 20% of his
you are self-employed, there are generally noearnings. His maximum yearly contribution is around
administrative costs at all. One requirement of the18.6% of his net profit as calculated on his
SEP-IRA is that if a business has employees then allself-employed worker tax return. The SEP-IRA works
of them must receive the same benefits. In order to belike a Traditional IRA when it comes to distributions.
eligible for employee participation in a SEP-IRA, theThey are taxable at the rate in effect at the time of
employee must be over the age of 21, and he wouldthe withdrawal and there is a penalty if any withdrawal
have had to have been employed for at least three ofis made before the age of 59 and a half.
the last five years. The employee would have had to