United States
"Keogh Plan"
(HR-10 or Qualified Retirement Plan)

What is a Keogh Plan ?

A Keogh plan is a tax-deferred pension plan available to self-employed individuals or unincorporated businesses for retirement purposes. 

How the Keogh Plan Works ?

A Keogh Plan can be set up by self-employed individuals and those who work for them. Contributions to Keogh plans can be made with pre-tax dollars, subject to annual contribution limits.

Who is Eligible for Keogh Plan ?

Small businesses, partnerships, limited liability companies (LLCs), and sole proprietorships are eligible to establish Keogh plans. Independent contractors cannot use a Keogh plan.

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Types of Keogh Plans

A Keogh plan can be set up as either a defined-benefit plan or a defined-contribution plan, though most plans are set as the latter. 

Keogh Plan Contribution Limits

A Keogh plan is a retirement plan that allows self-employed individuals up to $61,000 per year in tax-deductible contributions. Plan limits are set by the IRS and can change annually. 

Keogh Plan Withdrawal Rules

In addition to income taxes on withdrawals, any Keogh plan distributions taken before age 59½ are subject to a 10% early distribution penalty.

How to Set up Keogh Plan ?

CLICK HERE TO SET UP

You can invest the money in a Keogh plan in stocks, bonds, mutual funds, or other investments. You’re also required to file IRS Form 5500 annually.

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