(a) - SEP, Profit Sharing, and 401(k) plans may require employer contributions if the plan is top-heavy.
(b) - All permissible SIMPLE IRA and SIMPLE 401(k) contributions are deductible.
SIMPLE plans must utilize Plan Investor Software to transmit contribution data, if more then three Plan Participants.
NOTE:
ALL information contained in this site is for illustration purposes only, and by NO means should be considered individual tax or legal advice under any circumstances whatsoever!
Lynn R. Siewert AIMC
Pension Consultant | Branch Manager
CA Insurance License #00B00579
2005 E. Evergreen Blvd
Vancouver, WA 98661
Ph: 360-750-9626
Securities Offered Exclusively Through
First Allied Securities, Inc. Member NASD/
SIPC
All other products and services provided exclusively through Advanced Corporate Planning
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Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the
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