IRA, SIMPLE and SEP rules at a glance: Contribution limits, income limits and rollover options for 2025 and 2026

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

I’m 62, retired and want to keep saving. Is there an age limit for Roth IRAs?

Retirement saving for married couples is a team sport. You can keep contributing to a Roth IRA as the spouse of a working ...
JD Supra

Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re missing the plot. But if you’re only talking about SEP-IRAs, you’re missing the opportunity. I’ve always ...
Nasdaq

Can an Employer Contribute to an Employee's Personal Roth IRA?

Employers can’t contribute directly to an employee’s personal Roth IRA, but they can still help with retirement savings in other ways. The SECURE 2.0 Act allows employers to contribute to SIMPLE IRAs ...
WRIC

How to Use a Self-Directed SEP IRA

One key advantage of the Self-Directed SEP IRA is how it allows investors to put aside money into a wide array of potential retirement investing avenues. For example, an investor can hold money in ...