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Filling the Lower Tax Bracket Buckets

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boulder investment management, tax planning, k-1, real estate
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How to use your K-1?

A K-1 form is a tax document used to report income, deductions, and credits for partners in a partnership, shareholders in an S-corporation, or members of a limited liability company (LLC). Here are the steps to use a K-1 for taxes: Obtain the K-1 form: If you are a partner,

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Account Types: SEP IRA

Purpose built for Small Business Owners and Self-Employed Annual Contribution Max: $57,000 or 25% employees pretax income Why we like SEP IRA’s: High contribution limits For employees, immediate vesting can be an advantage  Total investment control Easy set up and management No filing requirements No fiduciary duties Can be combined

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