IRS Gives IRA Providers More Time To Implement SECURE 2.0 Changes

The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the ...

IRA, SIMPLE and SEP rules at a glance: Contribution limits, income limits and rollover options for 2025 and 2026

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

I own a pool company in Phoenix and max my IRA each year. I think a SEP might be better for retirement savings, but my CPA told me 'no.' Who's right?

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JD Supra

Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re missing the plot. But if you’re only talking about SEP-IRAs, you’re missing the opportunity. I’ve always ...
Accounting Today

IRS extends deadline for amending IRA plans until end of 2027

The IRS issued a notice extending the deadline for making certain amendments to IRAs, SEP arrangements and SIMPLE IRA plans ...
National Association of Plan Advisors

IRS Extends SECURE 2.0 IRA Amendment Deadline

If the deadline to amend an individual retirement arrangement under the SECURE 2.0 Act applies to you or your clients, you can breathe a little easier.