Series 66: Contributions And Withdrawals

Taken from our Series 66 Online Guide

Contributions and Withdrawals

SEP plans, SIMPLE plans, and Keoghs all have characteristics in common with traditional IRAs. For example, contributions are generally made with pre-tax dollars, must be earned income, and must only be in cash. Taxes on contributions and earnings are deferred until withdrawal, as long as withdrawals occur aft

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