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Must have for financial and tax professionals:IRA...

Must have for financial and tax professionals:...

Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...

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  • An employer just realized that the SEP employer contributions he made to his employee’s SEP IRA exceeded the deductible limit of 25% of her (the employee’s) W-2 wages. How can this be corrected?

  • I am 64 years old and I am on social security. In January 2011, I made a 2010 contribution to my IRA. In doing my 2010 taxes I was penalized 6% on the contribution. Why?

    Answer provided by Appleby Retirement Consulting Inc. Appleby Retirement Consulting Inc provides Consulting, Coaching and Content on IRAs and other retirement plans to Financial, Tax and Legal professionals.