SEP - Individual Retirement Accounts Contribution Agreement (5305-SEP)
Form 5305-SEP is required for all Simplified Employee Pension (SEP) IRAs and is filled out by the employer. This agreement allows employers to make contributions to the accountholders Traditional IRA.
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Planning ahead for RMDs
If you’re age 73 or older, make sure to review your RMD and take action before the December 1st deadline.
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