Self-employed Retirement Plans Great Falls MT

A SEP IRA is a retirement account for self-employed professionals and business owners. For 2008, you are eligible to contribute up to 25% of your adjusted gross income with a cap of $46,000. One of the great benefits of a SEP IRA is that the money goes in pre-tax, grows tax deferred and you are eligible to save much more than if you had a 401.

Mr. Sean T Sturges, CFP®
(406) 268-3166
8 3rd Street North
Great Falls, MT
Firm
D.A. Davidson & Co.

Data Provided by:
Mr. Ron R. Bibler, CFP®
(406) 727-7851
600 Central Ave Ste 412
Great Falls, MT
Firm
Bibler Financial Group
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $100,001 - $250,000



Data Provided by:
Mr. Bryan W. Thies, CFP®
(406) 761-8888
1500 10th Avenue South
Great Falls, MT
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Brenda Way Rubino, CFP®
(406) 761-8888
1500 10th Ave S
Great Falls, MT
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Wells Fargo - Market Place
(406) 452-1543
1601 Market Place Dr
Great Falls, MT
Type
In-Store Branch
Office Hours
Mon-Fri 10:00 AM-07:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Mrs. Selene M. Thomas, CFP®
(406) 453-4169
1105 2nd Ave N
Great Falls, MT
Firm
Ameriprise Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Jay W. Stenzel, CFP®
(406) 761-8888
1500 10th Ave S Ste 200
Great Falls, MT
Firm
Waddell & Reed, Inc.

Data Provided by:
Mr. Robert E. Ashton, CFP®
(406) 727-2994
4241 2nd Ave. North
Great Falls, MT
Firm
First Command Financial Planni
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Mr. William J. Beecher, CFP®
(406) 899-0277
PO Box 2306
Great Falls, MT
Firm
Beecher Financial Planning LLC
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided by:
US Bank - Great Falls - West Office
(406) 455-1112
511 Central Ave W
Great Falls, MT
Drive Up Hours
Mon 07:30 am to 06:00 pm
Tue 07:30 am to 06:00 pm
Wed 07:30 am to 06:00 pm
Thur 07:30 am to 06:00 pm
Fri 07:30 am to 06:00 pm

Data Provided by:

S.E.P. IRA for Solo Business Owners

Q: I recently launched my own business and have been told to set up a S.E.P IRA account. Can you explain what this is and why it is recommended for independent business consultants?

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A SEP IRA is a retirement account for self-employed professionals and business owners. For 2008, you are eligible to contribute up to 25% of your adjusted gross income with a cap of $46,000. One of the great benefits of a SEP IRA is that the money goes in pre-tax, grows tax deferred and you are eligible to save much more than if you had a 401(k). It is important to note that the SEP IRA is just an account, you still have to pick investments (particularly mutual funds) for it. If you are just getting started, a Target Date Retirement Mutual Fund is a great place to start. Just pick one based on the year you would like to retire.


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