In this video, I'm talking about the SEP IRA and Roth IRA together to help you save more and lower your taxes. Using multiple retirement plans together can get a little more complicated and I'm sharing what I would want to know about these two plans.

00:00 Intro SEP IRA + Roth IRA
00:55 Who should consider the SEP IRA?
01:26 Who should consider the Roth IRA?
2:00 SEP IRA Contribution and Income Limits
2:44 Roth IRA Contribution and Income Limits
5:05 SEP IRA contribution calculation
6:29 S-Corporations and the SEP IRA
7:33 Backdoor Roth IRA contributions
8:28 IRS Publication 560
8:56 SEP IRA Contribution Rate Sheet
10:00 IRS Publication 590-a
10:20 MAGI for Roth IRA worksheet
10:55 Publication 590-b
11:19 Retirement Plan Rollover Chart
11:55 Issue #1
14:23 Issue #2
14:32 Issue #3
17:00 Issue #4

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TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
CERTIFIED FINANCIAL PLANNER™

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