Self-employed Retirement Plans Juneau AK

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.

Ms. Amy L. Volz, CFP®
(907) 463-5511
119 Seward St Ste 7
Juneau, AK
Firm
Samuel D Skaggs Investments
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
John Morgan Brantner, CFP®
(907) 523-3422
8800 Glacier Hwy Ste 222
Juneau, AK
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Data Provided by:
Wells Fargo - Glacier Valley
(907) 789-9550
9150 Glacier Hwy
Juneau, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-05:00 PM
Sun Closed

Matthew Streiff, CFP®
(907) 283-0785
10419 Kenai Spur Hwy # A
Kenai, AK
Firm
Edward Jones

Data Provided by:
Mr. Levi Burdette Robinson, CFP®
(907) 261-5957
3000 A St Ste 100
Anchorage, AK
Firm
UBS Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Collin Todd, CFP®
(907) 209-6196
114 S Franklin St Ste 202
Juneau, AK
Firm
New Outlook Financial, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Wells Fargo - Lemon Creek
(907) 780-5299
1610 Anka St
Juneau, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Wells Fargo - Juneau
(907) 586-3324
123 Seward St
Juneau, AK
Type
Branch
Office Hours
Mon-Fri 09:30 AM-05:00 PM
Sat-Sun Closed

Mr. Michael J. Bruno, CFP®
(907) 261-3421
500 W 36th Ave Ste 100
Anchorage, AK
Firm
AlaskaUSA Financial Planning & Investment Services
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Data Provided by:
Mr. Ryan R. Callaway, CFP®
(907) 276-1911
1400 W. Bensen Blvd.
Anchorage, AK
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
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?

72

 

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.


Set as favorite Bookmark Email this Comments (0) Add Comment feedSubscribe to this comment's feed
Write comment You must be logged in to post a comment. Please register if you do not have an account yet. busy

Click here to read more from Single Edition