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Retirement Planning
Chapter 9: SEPs & SIMPLEs/CONTRIBUTIONS TO SIMPLES
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 9: SEPs & SIMPLEs

CONTRIBUTIONS TO SIMPLES

01.Core Concepts

• Tax deductible • Tax-deferred growth • Employer contribution must be made by the due date of the employer’s income tax return filing deadline (including extensions) • Employee deferral contributions are subject to payroll taxes • Employee may elect Roth employee deferrals and employer contributions under SECURE 2.0 • Taxable to employee