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Get answers to all your questions about the application process and SIMPLE IRA here
What if my business currently offers a different retirement plan?
If your business has an existing retirement plan, you can’t set up SIMPLE or SEP for the current calendar year, depending on the plan type and IRS rules.
However, you can still set up a SIMPLE or SEP IRA with WealthRabbit, just make sure to terminate your existing plan before the new year begins to stay compliant.
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