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You can quickly and easily set up a SEP or SIMPLE IRA for yourself and any eligible employees:
Your financial advisor or J.P. Morgan can provide all the forms you and any employees need. To reach us directly, call our Fund Services at 1-800-480-4111.
Unlike many other retirement plans, SEP and SIMPLE IRAs don't require employers to submit annual tax filings with the IRS.
For both SEP and SIMPLE IRAs, employers have until their tax filing deadline, including filed extensions, to make contributions for the current plan year.
The information above is not intended to provide and should not be relied on for accounting, legal and tax advice or investment recommendations. The views and strategies described may not be suitable to all readers. Please contact your financial professional or tax advisor for additional information.
Asset allocation/diversification does not guarantee investment returns and does not eliminate the risk of loss.
IRS Circular 230 Disclosure: JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.