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SEP IRA Checklist

This IRS checklist is intended to aid in keeping SEP IRA plans in compliance with tax rules. However, the 10-question checklist is not intended to be a complete description of all plan requirements.

File Description:
The file is in Adobe Portable Document Format (.pdf), and you will need the free Acrobat Reader to view and print the files.

SEP IRA Checklist (standard .pdf file)

More information:
Simplified Employee Pensions (SEPs)