Ep.#98: Understanding the SEP-IRA (Simplified Employee Pension)
Update: 2025-11-18
Description
In this episode of The Hawaii Retirement Show, Jason explores the Simplified Employee Pension (SEP-IRA), a flexible, tax-advantaged retirement plan ideal for small business owners and the self-employed. He explains the key benefits, including high contribution limits, ease of setup, and the ability to make discretionary employer-only contributions. Jason also covers eligibility, tax advantages, and common pitfalls like overfunding or missing eligible employees. Whether you're a sole proprietor or part of a small team, this episode offers valuable insights on how a SEP-IRA can simplify retirement planning while maximizing tax benefits.
Website: https://www.hiretirementshow.com
Email Us: aloha@hiretirementshow.com
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