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SEP IRAs are generally well-suited to small companies with fluctuating cash flows. Eligible sponsors include self-employed individuals, sole proprietors, partnerships and owners of unincorporated or incorporated businesses.
Eligibility may be limited to employees who:
* Requirements may be less restrictive to include more employees, if desired.
None. SEP IRAs are funded entirely with employer contributions.
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.