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Retirement tax questions
I've added the following correction to my previous post:
If the SEP plan is established using Form 5305-SEP, the employer can offer Roth SEP contributions before Form 5305-SEP is updated.
Still, for the time being it would be far simpler to make a traditional SEP contribution and follow it with a Roth conversion.
‎April 4, 2024
3:53 PM