No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
A simplified employee pension (SEP) is an entry-level retirement plan that allows the self-employed or the small employer to make large tax-deferred contributions to their retirement plan. The deadline for establishing this plan is April 15th, so it's a great conversation-starter for business owners the first of every year.
Here's some help in deciding which plan fits your needs.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025