Sep versus simple plans compare and contrast a simplified, Finance Basics

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Sep versus simple plans compare and contrast a simplified

1. Retirement Planning Decisions. Briefly discuss the key retirement planning decisions an individual must make?

2. 401(k) Versus 403(b) Plans. Discuss the general characteristics of a 401(k) plan. What is a 403(b) plan?

3. SEP Versus SIMPLE Plans. Compare and contrast a Simplified Employee Pension (SEP) plan and a Savings Incentive Match Plan for Employees (SIMPLE).

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Finance Basics: Sep versus simple plans compare and contrast a simplified

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