0:00 Intro 0:35 Setup Process 0:57 IRS form 5305-SEP 1:04 SEP IRA Employee Eligibility Requirements 2:34 IRS form 5498 2:54 Contribution Limits 3:38 Catch-Up Contributions 4:08 Investment Options 4:48 Traditional IRA and Roth IRA income limits 7:02 SEP IRA contribution formula 9:15 Contribution rates Publication 560 10:41 Roth IRA + SEP IRA 13:58 Is the SEP IRA the retirement plan for you?

Dude, just discovered your videos. As a new independent contractor, your videos are super super helpful. 👏👍🙌

I really appreciate you take time to answer every question so it’s help. Thank you.

Can I open a sep IRA for a LLC partnership where partner is a silent partner and there are no employees or employers other than the partners? Thanks so much

This is probably the best plan for self-employed without needing a big amount to open an Annuity.

Travis - how to convert SEP IRA to ROTH IRA ? Happy New Year!

Great in-depth video! Being self-employed I just opened a SEP IRA. I was wondering if my wife who has a side hustle could also open a SEP IRA for herself? We file our taxes jointly.

if i am s-corp with myself running my payroll and w2 when do i contribute to my SEP IRA. ? every payroll or end of the year

Is there any employer only contribution plan for small businees?

If I built a business that was automated and everyone knew what their duty was, then I could make money in my sleep. That's the Holy grail, right?