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Self-employed Retirement Plans Keene NH

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.

Carl Amos Johnson
Ames Planning Associates, Inc.
(800) 258-9939
P.O. Box 396
Peterborough, NH
Expertises
Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MBA

Mr. Jeffrey D. Rubin, CFP®
(603) 357-2707
85 Washington St
Keene, NH
Firm
IPIC Inc

Data Provided by:
Mr. Carl J. Gravina, CFP®
(603) 357-1100
171 W Street
Keene, NH
Firm
Wells Fargo Advisors
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. R Dean Ogelby (RFC®), LUTCF
(603) 827-3022
PO Box 420
Harrisville, NH
Company
Compass Financial Group
Qualifications
Education: A graduate of the Indiana University of Pennsylvania earning a Bachelors of Science (B.S.)degree in psychology
Years of Experience: 21
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, Compensation Plans

Data Provided by:
Mr. R. Gregg Alexander, CFP®
(603) 924-3306
20 Grove St
Peterborough, NH
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning

Data Provided by:
Mr. Michael J. Rafferty, CFP®
(603) 352-0863
255 West St
Keene, NH
Firm
The NH Trust Co

Data Provided by:
Mr. Jedediah D Liebert, CFP®
(603) 357-6300
196 Washington St
Keene, NH
Firm
Commonwealth Financial Network

Data Provided by:
Mr. Donald T. Ladd, CFP®
(603) 357-1280
82 Washington St
Keene, NH
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Retirement Income Management

Data Provided by:
Mr. Harvey M.J. Ames, CFP®
(603) 924-9939
9 Vose Farm Rd Ste 130
Peterborough, NH
Firm
Ames Planning Associates, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Carl Amos Johnson, CFP®
(603) 924-9939
9 Vose Farm Road
Peterborough, NH
Firm
Ames Planning Associates
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Intergenerational Planning, Investment Management, Social Security Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: 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?

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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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