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Simple Ira Plans: What You Should Know
SIMPLE IRA For Self-Employed Individuals You may have more questions at this point. When I called Vanguard and asked to speak with a Specialist I was put on hold and was told that I would have to call “the number one sales department in the industry. It's called Vanguard Direct.” I didn't receive a call back from Vanguard Direct, but I also haven't been able to get help from the State of Rhode Island. So, as of today, I have no way of knowing whether my situation will be reviewed, and what the steps, timeline, and final decisions will look like. That leaves me feeling really confused and uncertain, especially after reading What To Expect in the Future With Vanguard SIMPLE IRAs — A Real Estate Investor's Guide by Daniel A. Aramaic and Matthew G. Latin — The Value Line The bottom line is this: Vanguard does not provide any advice on when to open or close a SIMPLE IRA plan. It is important to take steps to have your IRA open and be open no later than the due date of your return, even if your plan wasn't opened until after your return. Vanguard recommends Vanguard SIMPLE IRA Plan — Your guide to plan management To help you understand what you can expect, here is a chart of the expected timing for the following three scenarios: If your 401(k) account balance and contributions to your IRA plan are at zero, and you have no investment options, the plan is to be closed. As you can see, that's a very big deal to have your plan closed and be put out of business, but it does happen. For now, if you haven't yet opened a SIMPLE IRA plan, don't wait. Get started now. The bottom line, though, is: When it comes to investing, a SIMPLE IRA is one of the best investments you can make for your money. If you want to read more about the benefits of using SIMPLE IRAs, read What is My IRAs, and Why am I Attaching My IRA to My 401(k) Plan? By Dan Darrell (If you don't have an IRA, this article should help you open one). For more detailed information about the plans, here is a chart of the benefit of the plans. You can click it for a PDF version.
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