How do I make a SEP IRA contribution?

 

To make a contribution in your Guideline SEP IRA, login to your account and click on the Contributions option in the menu.

From there, click on the ‘Make a contribution’ button and follow the steps to complete the contribution process.

As a reminder, you must make contributions for all eligible employees in your plan. Employee eligibility rules were established in form 5305-SEP when you opened your SEP account.

Please note that all contributions must be made from your company’s bank account. At this time, Guideline does not integrate with payroll for contributions to SEP IRAs.

You can read the full rules for SEP contributions on the IRS website:

https://www.irs.gov/retirement-plans/operating-a-sep

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