Skip to content
Warren AI
Sign in
Retirement Planning
Chapter 9: SEPs & SIMPLEs/CONTRIBUTIONS TO SEPs
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 9: SEPs & SIMPLEs

CONTRIBUTIONS TO SEPs

01.Core Concepts

• Funded only by employer • Discretionary • Must be made to all employees eligible during the year – even if dead or no longer employed at time of contribution • Limited by the lesser of: • 25% of an employee’s covered compensation, or • $70,000 for 2025 • Can utilize Social Security integration