Self-employed Retirement Plans Vicksburg MS

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.

Capital One
(318) 329-2768
500 East Askew Street
Tallulah, LA
Type
Branch
Services
Walk-Up ATM Branch Drive-Up Safe Deposit Box
Office Hours
Sun , Mon 9 AM - 5 PM, Tue 9 AM - 5 PM, Wed 9 AM - 5 PM, Thu 9 AM - 5 PM, Fri 9 AM - 5 PM,
Drive Up Hours
Sun , Mon 8:15 AM - 5 PM, Tue 8:15 AM - 5 PM, Wed 8:15 AM - 5 PM, Thu 8:15 AM - 5 PM, Fri 8:15 AM - 5 PM,

John Bergland, Jr.
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, M.Div.

Mr. Chas M Emerson Ii, CFP®
(662) 429-0040
2540 Highway 51 S
Hernando, MS
Firm
Independent Planning Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Reginald Cornell Thompson, CFP®
(769) 257-0010
1880 Lakeland Dr Ste C
Jackson, MS
Firm
Thompson Wealth Advisors
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Insurance Planning, Investment Planning, Life Planning

Data Provided by:
Mr. Elton S Thomas Iii, CFP®
(662) 574-4029
625 Highland Co9lony Parkway, STE. 201
Ridgeland, MS
Firm
VALIC Financial Advisors
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Martin Mesecke
Self Worth Financial Planning LLC
(662) 452-0525
2206 Anderson Road
Oxford, MS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Tiffany Ballard
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Cash Flow/Budgets/Credit Issues, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Mr. Christopher E. Wells, CFP®
(601) 856-7975
1597 Highland Colony Pkwy
Madison, MS
Firm
Summit Wealth Group Inc
Areas of Specialization
Comprehensive Financial 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:
Mr. Gregory Howard Cooley, CFP®
(662) 287-1903
409 Cruise St
Corinth, MS
Firm
Cooley and Labas Financial Adv
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Dudley M. Barnes, CFP®
(662) 627-2225
252 Sunflower Ave
Clarksdale, MS
Firm
Barnes Pettey Financial Adviso
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:
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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