May 6, 2025
Lessons In Life S2, E1: SEP and SIMPLE IRAs
We've just released a new episode.
In Season 2, Episode 1: SEP and Simple IRAs, the Advanced Sales and Retirement Services teams take a closer look at two cost-effective, tax-advantaged solutions: the SEP IRA and the SIMPLE IRA.
Did you know only 34% of small businesses currently offer a retirement plan—and among those that don’t, 48% cite cost as the main barrier. *
But are retirement plans truly out of reach for small businesses? Explore how these plans can open the door to retirement readiness for business owners and their employees.
Listen now and don’t forget to subscribe!
EPISODE 1: SEP and SIMPLE IRAs
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National Life Group does not give legal or tax advice. This information is intended to be for educational purposes only. It must not be used as a basis for legal or tax advice and is not intended to be used and cannot be used to avoid tax penalties that may be imposed upon a taxpayer. Client should seek legal and tax advice from their appropriate professional advisor.
https://advocacy.sba.gov/wp-content/uploads/2024/11/United_States.pdf
