Series 66: 5.2.2.3.1 Simplified Employee Pension (SEP) Plans

Taken from our Series 66 Online Guide

5.2.2.3.1 Simplified Employee Pension (SEP) Plans

SEP plans are IRA-based retirement plans for any sized business but are usually favored by small businesses. Under this type of plan, the business owner can make pre-tax contributions into IRA accounts set up for eligible employees and also for herself if the owner is self-employed. The plan allows employers to skip contributions in years when business is bad, but if the owner makes a contribution for herself she must also make contributions for he

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: 5.2.2.3.1 Simplified Employee Pension (SEP) Plans, you might also be interested in:

Series 66 - 7.10.5 Post-Registration Requirements

Series 24 - S-4 Registration

Series 53 - Municipal Securities Principal (Series 53)

Series 27 - Preferred Stock

Series 79 - Chapter 1 Practice Question Answers

Series 79 - A1.8.4. Portfolio Income

Series 65 - Chapter 8 Practice Question Answers

Series 24 - Regulation M, Rule 105

Series 50 - Competitive Bid Authorization

Series 24 - 4.4. Hart-Scott-Rodino Antitrust (HSR) Act

Series 65 - 7.3.12. R-Squared

Series 66 - Government-Sponsored Enterprises (GSEs)

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I passed my 66 today - thank you Solomon for the assistance and materials. It was incredibly difficult! I wish I had watched the videos even more.

Jessica Koefod

Passed the Series 66 today! This program really helped me succeed. The pie charts helped me focus on where I needed to put in more work.

Stephen Rice, Edward jones. Prairie Village, KS

I actually took the test (Series 66) in November and passed! I purchased the book and bought access to the online tests and found both invaluable. The book provided a good basis for knowledge, and taking the tests over and over gave me the logic of what the test writers were seeking.

Erik Cooper, Dallas, TX

I just passed the Series 66 exam and found that the Solomon Exam Prep materials are the way to go when preparing for this exam. The advice given from the get-go is spot on; if you think you can cram for this course, forget it. Use the materials as advised and you'll do well. The format of the practice exams closely simulate the way the questions are presented on the test itself. I had 2 prep materials, Solomon's and another and I honestly believe Solomon's was the one that helped the most.

Julio Revuelta, Wealth Management Firm, Miami, FL

I passed the Series 66 with an 82 after just a few weeks of serious studying, thanks to the Solomon Exam Simulator and study calendar! I would (and do) recommend Solomon Exam Prep to everyone!

Janie Richards, Kestra Financial, Austin, Texas

I used Solomon Exam Prep for both the Series 7 and the 66 which I took within a couple of months of each other. I smoked both tests with an 85% and an 88%. Well above the passing score. The books have just enough humor to keep things interesting and the practice tests and quizzes are phenomenal. If you want to get the most out of these programs pound out as many practice test as you can.

K. Nick Thoeni, Gilroy, CA