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Description

Learn what a SEP IRA is and why it is a great option for small business owners with Carrie Cook, CEO of Preferred Trust Company.

Timecodes:

0:56 3 Types of tax deferred plans

1:58 What is a SEP IRA

2:18 Advantages of a SEP IRA

4:54 2023 Contributions increased

8:10 Disadvantages of a SEP IRA

11:16 Conclusion

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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.