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IRA - SEP

 
Phone (479) 795-2411     
   Located 1 mile West of Main Street just East of Centerpoint Store  

 

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We can help with your IRA and SEP or Roll over your retirement plan          -     Save money on your taxes

IRA is Individual Retirement Account - money put into an IRA or SEP account is tax deductible. This is a good way to save  money for retirement and also a good way to keep your tax bill down.

SEP is Self Employed Pension plan. It works like an IRA as far as tax savings but the contribution limits are different and also the rules for contributions for employees need to be considered. We can help you find the best plan for your retirement.

We can set up these plans for you when we do your return and you can make your contribution to your plan at the same time.

If you already have an IRA or SEP we would like to talk to you about rolling it over and  get you a better interest rate than what you now have.

If you are retiring and have retirement money to roll over we can help you get the highest rate for you money.


 

Send mail to jwlaw@cox.net with questions or comments about this web site.
Last modified: 11/27/06