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If you work for someone else, chances are you are eligible to participate in that employer's 401k or 403b plan. But if you are self-employed or run a small business, you need to prepare for your own retirement needs. Setting up an SEP-IRA is one of the best ways to save for the future while saving money on your taxes today.


    • Fill out the application form for the SEP-IRA. Be sure to enter the name of your business if applicable, along with your employer identification number or Social Security number. If you are opening an SEP-IRA at mutual fund company also indicate the fund or funds you want to use for your SEP-IRA contribution.


    • We can mail the completed application to the broker or family. Be sure to use the proper mailing address. Some brokerage firms and mutual funds establish a separate address to receive overnight mail.
    • Make your contribution for the SEP-IRA when you know how much you are allowed to contribute. In order to determine the contribution limits, you will need to know how much compensation you received from the business you run or how much money you made as a self-employed individual. See Publication 560 from the IRS website in the Resource section for more information.

Contact us to inquire about an SEP-IRA. Most major mutual fund families and brokerage firms accept SEP-IRA accounts and we can help you with the paperwork you need to set one up.


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