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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The Retirement Rule Changes for 2026 That Could Help You Save Faster

With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...
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 ...
AOL

What is an IRA? How they work, types of IRAs and more

IRAs are a tax-advantaged way to save for your future. You can open an account whether or not you’re also investing via an employer-sponsored account like a 401(k), assuming you meet the other ...