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Greetings, Pobrien1014, and welcome. You asked:

<<i have a sep plan with lutheran brotherhood.
it is in a mix of fund labeled aggressive growth, world fund, small caps etc. I have a diffcult time figuring out what my annual returns are in these acounts and what my costs are. would it be better to transfer this to a sep plan at a discount broker, and manage my own trades stocks? can I do this? >>


I can't say whether it would be better for you to do this or not. That's up to you. Nevertheless, it is indeed possible for you to transfer your SEP IRA monies to a self-directed account at the broker of your choice and to make future SEP contributions to that account. The broker of your choice can certainly help you do just that should you so desire.

Regards..Pixy
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