Keoghs are much more complicated than a SEP or SIMPLE. I bet in retrospect you would rather have the SEP, no?Pixy! Many thanks for your detailed and thoughtful response. I'm printing it to use. I sense from your question above that you might be having a dream-like thought that I know the difference between the SEP and Keogh. I don't, unfortunately. I think you can contribute the most with a Keogh though, at least in my situation? Self-employed. The Keogh I have has done exceptionally well in returns over the two years or so I've had it. So it's fine with me to keep it with same financial planner, till I know how to do any better myself. Thank you again for your time and wisdom! meowiz
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