No. of Recommendations: 0
How is a SEP-IRA that invests in individual stocks taxed?
Is the basis taxed as ordinary income?
Are the gains taxed at the capital gains rate?
Print the post Back To Top
No. of Recommendations: 0
Mark1969 asks:

<<How is a SEP-IRA that invests in individual stocks taxed?
Is the basis taxed as ordinary income?
Are the gains taxed at the capital gains rate?>>


Like any other tax-deferred investment vehicle, any gains within a SEP-IRA are taxed at the ordinary income tax rates when money is withdrawn from that IRA. There is no recognition of capital gains in such a vehicle.

Regards..Pixy
Print the post Back To Top
Advertisement