Self-employed Retirement Plans Scottsbluff NE

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. Rick A. Morehouse, CFP®
(308) 635-7766
1212 Circle Dr
Scottsbluff, NE
Firm
Platte Valley Investment Center, Inc.
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,000 or less

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Chris E. Nelson (RFC®), CFP
(308) 632-7587
1701 First Avenue
Scottsbluff, NE
Company
Valley Financial Planning
Qualifications
Education: University of Nebraska-LincolnThe Metropolitan State College of Denver, CO
Years of Experience: 16
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Compensation Plans

Data Provided by:
Mr. Dennis W. Wiedeman, CFP®
(308) 436-2188
PO Box 606
Gering, NE
Firm
Wiedeman Financial Services, LLC
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
US Bank - Scottsbluff - North Office
(308) 632-9204
702 E 27th St
Scottsbluff, NE
Languages
Spanish
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 09:00 am to 12:00 pm

Michael Karstens
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIFA, BS, CFP®

Mr. Chris E. Nelson, CFP®
(308) 632-7587
1701 1st Ave
Scottsbluff, NE
Firm
Valley Financial Planning
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management

Data Provided by:
Mr. Troy A. Herman, CFP®
(308) 436-2188
1524 10th St
Gering, NE
Firm
Wiedeman Financial Services, LLC
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits, Investment Management, Retirement Planning

Data Provided by:
Mr. Myron R. Gompert, CFP®
(308) 623-0101
1450 Center Avenue
Mitchell, NE
Firm
Gompert Financial
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Healthcare Planning, Securities

Data Provided by:
US Bank - Gering Office
(308) 436-5066
1650 10th St
Gering, NE
Languages
Spanish
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm

Keith Smith
K.P. Smith Asset Management
(402) 392-0509
9910 N. 48th Street Suite 112
Omaha, NE
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

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