Self-employed Retirement Plans Kalispell 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.

Ms. Veda Murray, CFP®
(406) 257-2522
PO Box 143
Kalispell, MT
Firm
Whitman & Murray Inc

Data Provided by:
Mr. Mark A. Agather, CFP®
(406) 270-0253
10 Ford Way
Kalispell, MT
Firm
Agather Enterprises Inc
Areas of Specialization
Investment Management

Data Provided by:
Ms. Jean M. Luckey, CFP®
(406) 756-7200
20 2nd St W
Kalispell, MT
Firm
Raymond James Financial Servic

Data Provided by:
Mr. Eric M. Ross, CFP®
(512) 534-0323
P.O. Box 182
Kila, MT
Firm
Ameriprise Financial

Data Provided by:
Mr. William Curtis Adams Iii, CFP®
(406) 863-9094
PO Box 1882
Whitefish, MT

Data Provided by:
Mr. Dan L. Ulvila, CFP®
(406) 756-6095
180 4th Ave West N
Kalispell, MT
Firm
American Financial Services, Inc.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
John Michael Knopik, CFP®
(406) 752-1040
2 Sunset Plaza
Kalispell, MT
Firm
Jordahl & Sliter - Wealth Management Group, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000



Data Provided by:
Mr. Donald A. Rich, CFP®
(406) 756-3787
24 First Ave E
Kalispell, MT
Firm
Cornerstone Wealth Management Partners, PC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Joseph D. Coco Jr., CFP®
(406) 862-9400
6442 Hwy 93 South
Whitefish, MT
Firm
Coco Enterprises, LLC
Areas of Specialization
Asset Allocation, Debt Management, General Financial Planning, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Wells Fargo - Kalispell North
(406) 756-4005
2350 Us Hwy 93 N
Kalispell, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

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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