SEP IRA Pros and Cons | SDIRA | Equity Trust

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  • Опубліковано 26 гру 2024

КОМЕНТАРІ • 21

  • @JLW667
    @JLW667 7 місяців тому

    5:51

  • @anggitoo
    @anggitoo 2 роки тому +2

    Question: at moment 4:05 you mentioned the Roth component of the solo 401K in-plan conversion could turn ALL of the tax deferred money ($46,000) to tax free money. Please explain how does this work exactly?

  • @sandrag9288
    @sandrag9288 3 роки тому +1

    What if you’re a sole proprietor?

  • @marlonvalentino
    @marlonvalentino 3 роки тому +1

    Thank you !!!

    • @equitytrustcompany
      @equitytrustcompany  3 роки тому

      You're welcome! Thanks for watching. Be sure to subscribe for other educational videos!

  • @JohnPeterfr
    @JohnPeterfr 3 роки тому +1

    Can I set up a SEP-IRA if I'm an S-Corp.

  • @butchperis1829
    @butchperis1829 3 роки тому

    Great presentation, fully understood, thank you

  • @sabrinasalomon3591
    @sabrinasalomon3591 3 роки тому +5

    Love your clear explanations !

  • @Funancialism
    @Funancialism 4 роки тому

    BEAST appreciate this

  • @rnlpnnclexandtestpreparati5253
    @rnlpnnclexandtestpreparati5253 4 роки тому

    Thank you 🙏

  • @passporthealthy3008
    @passporthealthy3008 4 роки тому

    Thank you

  • @puja9689
    @puja9689 4 роки тому

    I am a w2 employee with no benefits ..just hourly rate.. can I start a sep ira

  • @MarvinCounciltcreg
    @MarvinCounciltcreg 3 роки тому

    If I have an employee eligible person do I have to contribute equally? Or can I say here's 5% just for them each

  • @donttread5414
    @donttread5414 3 роки тому

    Do you have a single SEP-IRA's or multiple SEP-IRA's if multiple contributors?
    1. Would my employed (W2) and self employed (sole prop) SEP-IRA contributions go in to a single SEP-IRA, or would I be required to have two SEP-IRAs?
    2. Is there any problems with taking a SEP contribution for my sole prop income and S-Corp W2 income?
    3. Would I keep two Form 5305-SEP's for my records?
    My Sole prop income was in Q1 only. This sole prop then became a SM-LLC (S-corp election) and was my income for the rest of the year.

  • @SPER1
    @SPER1 3 роки тому +5

    When did Ted Cruz start making youtube videos?

  • @lcmlcm2460
    @lcmlcm2460 3 роки тому

    I see the comments with lots of questions, work with a local CPA if you are serious.

  • @namly9868
    @namly9868 3 роки тому

    Thank you very much