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SIMPLE IRAs are designed for small companies that have 100 or fewer employees and do not currently sponsor another qualified retirement plan.
Eligibility may be limited to employees who:
* Requirements may be less restrictive to include more employees, if desired.
Employers are required to make tax-deductible contributions each year, using one of these two methods:
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.