Self Employed Pension (SEP) IRAs are designed specifically to meet the retirement needs of self-employed individuals and small business owners. Unlike other retirement plans, they’re simple to set up and easy to administer. SEP IRAs allow you to make significantly larger contributions than Traditional or Roth IRAs, and contributions may be tax-deductible.
You have until your tax-filing deadline (including extensions) to open and contribute to a SEP IRA for the previous year.
Learn how our SunTrust SummitView goals-based planning approach can give you a clear view into all your stocks, bonds, retirement and savings accounts, allowing you and your advisor to better align your investments to your goals and objectives.
* Requires equal % contribution for all eligible employees
10% IRS early withdrawal penalty if withdrawn before age 59½ unless an exception applies. Required withdrawals must begin at age 70 ½.
Unlike a traditional IRA, a Roth IRA allows you to withdraw your money tax-free in retirement. Learn how to maximize your retirement savings.
Want to be a thoughtful investor? You’ll be well on your way by adhering to the following five simple tenets of investing.
Most people wonder if they’ll have enough to retire. Staying on top of your financial goals is important in the homestretch as you have less time to set aside savings.
Does your financial plan address more than just retirement? Find out what types of planning make sense for you.
Calculating annual required minimum distributions (RMDs) can be complex and mistakes can be exceedingly costly, so it’s important to consider an optimal withdrawal strategy.
Investment and Insurance Products:
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